Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanna? Claim Your ProfileLeanna Ohol is a financial professional with experience in the financial industry. Leanna is currently registered with Key Investment Services LLC and has been in the industry since 2019. She has previously worked with LPL Financial LLC. Leanna holds a Series 63, Series 6TO, and SIE. Leanna provides financial advice and services to a variety of clients, including individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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OH
10/06/2020 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
12/18/2019 - 10/02/2020
LPL FINANCIAL LLC (HAMBURG NY)
NY
07/03/2019 - 09/24/2019
KEY INVESTMENT SERVICES LLC (CHEEKTOWAGA NY)
BC
Issued 08/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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