Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanne? Claim Your ProfileLeanne Jo Williams is a financial advisor currently registered with Parkland Securities, LLC in Visalia, California. Leanne has been in the financial industry since December 24, 1993. Leanne holds Series 6 and Series 63 licenses as well as the SIE. In addition to working with Parkland Securities, Leanne has previous experience with Walnut Street Securities, Inc., Princor Financial Services Corporation, FN Investment Center, and Invest Financial Corporation.
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.
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.
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CA
12/16/2004 - Present
Parkland Securities, LLC (Visalia CA)
CA
08/01/2003 - 12/17/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
04/04/1997 - 07/22/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
01/31/1997 - 04/03/1997
FN INVESTMENT CENTER (SACRAMENTO CA)
WI
12/16/1993 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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