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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeann? Claim Your ProfileLeeann Iacona is an Investment Advisor Representative with Captrust. Leeann has been in the industry since 1997. Leeann has held previous roles with WELLS FARGO ADVISORS, LLC, UBS INTERNATIONAL INC., UBS FINANCIAL SERVICES INC., PAINEWEBBER INCORPORATED, A. G. EDWARDS & SONS, INC., and DEAN WITTER REYNOLDS INC. Leeann is currently registered in Texas.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/02/2019 - Present
Captrust (San Antonio TX)
TX
06/06/2008 - 01/21/2016
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
TX
07/27/2007 - 06/26/2008
UBS INTERNATIONAL INC. (SAN ANTONIO TX)
NJ
11/06/1999 - 08/08/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
03/02/1998 - 09/03/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
07/14/1997 - 02/19/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/28/1997 - 06/17/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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