Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeann? Claim Your ProfileLeeann Genzano is a financial advisor with Morgan Stanley. Leeann has been in the financial industry since 1990 and has experience with various firms including UBS Financial Services Inc., Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Union Securities, Inc., First Union Capital Markets Corp., Alex. Brown & Sons Incorporated, CS First Boston Corporation, Smith Barney, Harris Upham & Co., Incorporated, Prudential Securities Incorporated, Goldman Sachs Money Markets Inc., and Goldman, Sachs & Co. Leeann holds the Series 7, Series 10, Series 9, Series 63, and Series 65 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
05/13/2016 - Present
Morgan Stanley (Mount Laurel NJ)
NJ
03/06/2009 - 05/23/2016
UBS FINANCIAL SERVICES INC. (NORTHFIELD NJ)
NJ
02/21/2006 - 03/02/2009
CITIGROUP GLOBAL MARKETS INC. (EGG HARBOR TOWNSHIP NJ)
MD
05/20/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/24/2001 - 05/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
10/01/1999 - 07/13/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/25/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
09/12/1996 - 04/30/1997
ALEX. BROWN & SONS INCORPORATED
NY
06/24/1992 - 04/11/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NY
02/20/1992 - 07/06/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
02/28/1991 - 09/19/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/30/1987 - 03/07/1989
GOLDMAN SACHS MONEY MARKETS INC.
NA
05/20/1986 - 08/05/1986
GOLDMAN, SACHS & CO.
IA
Issued 12/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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