Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leann? Claim Your ProfileLeann Price is a registered representative with MML Investors Services, LLC, a broker-dealer with offices in Mercer Island, WA and other locations. Leann is also a registered investment advisor representative in Texas and Washington. Leann holds licenses for Series 66, Series 7TO, and SIE. Leann has been in the financial services industry since December 2019. Leann has experience working with individual investors and businesses, providing investment advice, financial planning services, and portfolio management. Leann has also worked with charitable organizations and pension plans. Leann is committed to providing her clients with personalized financial advice and service.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WA
03/25/2020 - Present
MML Investors Services, LLC (MERCER ISLAND WA)
BOTH
Issued 03/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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