Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanne? Claim Your ProfileLeanne Skelly is a financial advisor who has been in the industry since 2005. Leanne is registered with LPL Financial LLC and is licensed to offer securities in Arizona, California, Florida, Maryland, Nevada, North Carolina, and Oregon. Leanne has previously worked for U.S. Bancorp Investments, Inc. and UVEST Financial Services Group, Inc. Leanne holds Series 6, 7, 63, and 66 securities licenses. Leanne specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Leanne also offers consulting and other non-discretionary advisory 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.
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.
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2
CA
09/28/2022 - Present
LPL Financial LLC (REDWOOD CITY CA)
CA
01/06/2011 - 09/29/2022
U.S. BANCORP INVESTMENTS, INC. (HALF MOON BAY CA)
VA
12/15/2009 - 11/30/2010
UVEST FINANCIAL SERVICES GROUP, INC. (WILLIAMSBURG VA)
CA
08/18/2005 - 08/04/2009
U.S. BANCORP INVESTMENTS, INC. (SAN CARLOS CA)
PA
01/20/2005 - 08/23/2005
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 06/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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