Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeann? Claim Your ProfileLeeann Maxwell is a registered investment advisor representative with Ballentine Partners. Leeann has been in the industry for over 8 years and holds Series 6, 7, 63 and 66 securities licenses. Leeann worked previously with LPL Financial LLC and Waddell & Reed. Leeann has experience in various aspects of the financial industry. Leeann focuses on providing financial planning services to individuals, families, and businesses. Leeann's expertise covers a wide range of financial planning services, including retirement planning, college savings, estate planning, and insurance. Leeann's services are tailored to each client's unique needs and goals.
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.
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.
Project fees
1
2
NH
02/22/2022 - Present
Ballentine Partners (Rochester NH)
NH
07/21/2021 - 02/18/2022
LPL FINANCIAL LLC (Portsmouth NH)
NH
10/19/2016 - 07/21/2021
WADDELL & REED (Portsmouth NH)
NH
05/13/2015 - 04/01/2016
INFINEX INVESTMENTS, INC. (CONCORD NH)
BOTH
Issued 01/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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