Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leann? Claim Your ProfileLeann Michelle Davies is a financial advisor with Choreo, LLC. Leann Davies has been in the financial services industry since 2000. Leann Davies has experience working with individuals, high-net-worth individuals, businesses, insurance companies, pension and profit sharing plans, and charitable organizations. Leann Davies also provides financial planning services.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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MN
11/22/2017 - Present
Choreo, LLC (MINNEAPOLIS MN)
MN
04/07/2005 - 08/14/2015
CHARLES SCHWAB & CO., INC. (MINNEAPOLIS MN)
MO
08/28/2000 - 03/28/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 11/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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