Unclaimed
Leanne Marie Drayton is a financial advisor at Commonwealth Financial Network. Leanne has been in the industry since 1999 and has worked at several firms, including Deutsche Bank Securities Inc., Banc of America Investment Services, Inc., National Financial Services LLC, Fidelity Brokerage Services LLC, and Brown & Company Securities Corporation. Leanne has a wide range of experience in the financial services industry and holds several licenses and certifications. Leanne is committed to providing her clients with personalized financial advice and guidance. Leanne specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/12/2015 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
05/23/2006 - 01/15/2015
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
RI
06/14/2005 - 05/19/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
MA
10/17/2001 - 09/10/2004
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
03/20/2001 - 10/17/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
06/04/1999 - 03/01/2001
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
RI
12/07/1998 - 05/13/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 02/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2018
Series 4 - Registered Options Principal Examination
BC
Issued 04/02/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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