Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leana? Claim Your ProfileLeana Lynn D'aloisio is a financial advisor with over 20 years of experience in the industry. Leana is registered with the state of Georgia as an Investment Advisor Representative and holds Series 63, 65, 7, and SIE licenses. Leana is currently affiliated with Independent Advisor Alliance, LLC, and previously worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Pruco Securities Corporation, and Edward Jones. Leana specializes in providing financial planning services to individuals, corporations, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
03/01/2019 - Present
Independent Advisor Alliance, LLC (Kennesaw GA)
GA
06/01/2009 - 07/09/2012
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
08/06/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NJ
12/20/2002 - 08/04/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MO
04/17/2001 - 11/20/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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