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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanne? Claim Your ProfileLeanne Fee is an Investment Advisor Representative with Stewardship Advisors, LLC. Leanne Fee has been in the industry since 2004 and is registered with the state of Pennsylvania. Leanne Fee is a Series 7 and Series 66 licensed professional. Leanne Fee's previous employers include Private Client Services, LLC, Ameriprise Financial Services, Inc., RBC Capital Markets, LLC, Morgan Stanley Smith Barney and Citigroup Global Markets Inc..
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
PA
11/14/2018 - Present
Stewardship Advisors, LLC (MOUNT JOY PA)
PA
02/06/2018 - 10/26/2018
PRIVATE CLIENT SERVICES, LLC (Mount Joy PA)
PA
06/14/2012 - 12/22/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Elizabethtown PA)
PA
06/11/2009 - 05/03/2012
RBC CAPITAL MARKETS, LLC (LEMOYNE PA)
PA
06/01/2009 - 06/22/2009
MORGAN STANLEY SMITH BARNEY (CAMP HILL PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CAMP HILL PA)
MD
05/10/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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