Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeric? Claim Your ProfileLeeric Daye is a financial advisor currently registered with Beacon Pointe Advisors, LLC. Leeric has been a registered investment advisor since 2008, having previously worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Leeric also has prior experience with BANC OF AMERICA INVESTMENT SERVICES, INC., CCO INVESTMENT SERVICES CORP., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Leeric is licensed in Massachusetts and has a Series 7, Series 65, and Series 66. In addition to serving as an advisor, Leeric is also a licensed insurance agent for Beacon Pointe Insurance Services, LLC.
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.
Consulting services
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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MA
01/04/2021 - Present
Beacon Pointe Advisors, LLC (WALTHAM MA)
MA
02/15/2008 - 09/14/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
06/09/2005 - 11/12/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWTON MA)
RI
10/20/2004 - 03/28/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MN
09/07/2000 - 09/11/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/07/2000 - 09/11/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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