Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeanna? Claim Your ProfileLeeanna R Egnor-smith is a financial advisor with over 20 years of experience in the financial industry. Leeanna is currently registered with Osaic Wealth, Inc. Leeanna specializes in providing a wide range of financial services, including financial planning, portfolio management, and selection of other advisors. Previously, Leeanna worked at Securities America, Inc., BESTVEST INVESTMENTS, LTD., ALLSTATE FINANCIAL SERVICES, LLC, IFMG SECURITIES, INC., ALLSTATE DISTRIBUTORS, L.L.C., WM FINANCIAL SERVICES, INC., NYLIFE SECURITIES INC., METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Leeanna is committed to providing personalized financial advice to help clients achieve their financial 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.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (EMMAUS PA)
PA
12/19/2019 - 06/14/2024
SECURITIES AMERICA, INC. (EMMAUS PA)
PA
01/28/2008 - 12/24/2019
BESTVEST INVESTMENTS, LTD. (Emmaus PA)
PA
08/28/2006 - 02/05/2008
ALLSTATE FINANCIAL SERVICES, LLC (MALVERN PA)
NY
12/05/2005 - 07/26/2006
IFMG SECURITIES, INC. (PURCHASE NY)
IL
02/06/2004 - 11/14/2005
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
CA
08/28/2003 - 02/09/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
08/15/2002 - 04/02/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
04/25/2001 - 07/11/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
09/27/1999 - 04/11/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/27/1999 - 04/11/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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