Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leasa? Claim Your ProfileLeasa Huffman is a financial advisor with over 35 years of experience in the industry. Leasa is currently registered with OFG Financial Services, Inc. and has also been registered with Security Distributors, Inc. and SBL Planning, Inc. in the past. Leasa holds Series 6, 7, 24, and 63 licenses and is a Chartered Financial Consultant. Leasa provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Timing services provided by others
1
2
KS
01/02/2009 - Present
OFG Financial Services, Inc. (WAKARUA KS)
KS
07/25/1986 - 07/22/2002
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
NA
07/25/1986 - 09/29/1987
SBL PLANNING, INC.
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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