Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanna? Claim Your ProfileLeanna McKay is a financial advisor with LPL Financial LLC, based in Greeneville, TN. Leanna has been in the financial industry since 2002. Leanna has a Series 7 and Series 66 license and is registered with FINRA and the state of Tennessee. Leanna has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. LPL Financial LLC is a financial advisory firm that provides a variety of services, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
08/31/2011 - Present
LPL Financial LLC (GREENEVILLE TN)
TN
02/01/2008 - 09/28/2011
UVEST FINANCIAL SERVICES GROUP, INC. (GREENEVILLE TN)
TN
09/25/2002 - 01/25/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENEVILLE TN)
BOTH
Issued 09/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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