Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeann? Claim Your ProfileLeeann Mary Swider is a financial advisor who has been in the industry since January 2004. She is registered with M Holdings Securities, Inc. and has been working with the firm since January 2004. Leeann has passed a variety of securities examinations including the Series 63, Series 26, SIE and Series 7. Leeann is licensed in 51 states and the District of Columbia. She provides a range of financial planning services to both 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.
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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2
IL
01/15/2004 - Present
M Holdings Securities, Inc. (Chicago IL)
BC
Issued 01/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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