Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanne? Claim Your ProfileLeanne Ozaine Smith is a financial advisor with over 15 years of experience in the financial services industry. Leanne is currently registered with Private Client Services, LLC, and has held previous roles at LPL Financial LLC, MML Investors Services, LLC, and Waddell & Reed, Inc. Leanne is a dedicated financial advisor who provides investment advice and financial planning services to individuals, families, and small businesses. Leanne has a strong understanding of the financial markets and a commitment to providing personalized solutions to meet her clients' needs. Leanne is also committed to providing ongoing support and education to her clients.
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.
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.
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WA
08/23/2020 - Present
Private Client Services, LLC (SPOKANE WA)
WA
04/25/2014 - 10/08/2016
LPL FINANCIAL LLC (SPOKANE VALLEY WA)
WA
03/04/2008 - 04/17/2014
MML INVESTORS SERVICES, LLC (SPOKANE WA)
ID
07/03/2006 - 12/19/2007
WADDELL & REED, INC. (COEUR D'ALENE ID)
BOTH
Issued 09/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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