Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leann? Claim Your ProfileLeann Nicole Trampe is a financial advisor who has been in the industry since 2014. Leann is currently registered with Benjamin F. Edwards & Company, Inc. and has previously worked with Charles Schwab & Co., Inc., Stifel, Nicolaus & Company, Incorporated, and Scottrade, Inc. Leann offers financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Leann holds the Series 7, Series 9, Series 63, and Series 66 licenses.
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.
1
2
MO
06/21/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
12/16/2019 - 07/08/2022
CHARLES SCHWAB & CO., INC. (Clayton MO)
MO
05/21/2018 - 11/15/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
09/03/2014 - 03/09/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 10/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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