Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lebeau? Claim Your ProfileLebeau Potgieter is a financial professional at Avantax Advisory Services in Ashland, OR. Lebeau is a registered investment advisor representative and a registered representative. Lebeau has been in the financial industry since 2005 and has experience working with various firms, including Voya Financial Advisors, Inc. and Ameriprise Financial Services, Inc. Lebeau holds the Series 66, Series 7 and SIE licenses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OR
03/30/2021 - Present
Avantax Advisory Services (Ashland OR)
MI
12/14/2020 - 03/22/2021
VOYA FINANCIAL ADVISORS, INC. (Traverse City MI)
OR
09/14/2017 - 12/17/2020
AVANTAX INVESTMENT SERVICES, INC. (ASHLAND OR)
MI
07/01/2008 - 09/17/2015
VOYA FINANCIAL ADVISORS, INC. (SPRING LAKE MI)
MI
07/13/2005 - 07/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MUSKEGON MI)
MN
07/13/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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