Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leesa? Claim Your ProfileLeesa Mereider is a financial advisor who has been in the industry since 1993. Leesa is currently registered with LPL Financial LLC in Delaware. Previously, Leesa was registered with M&T Securities, INC., Wilmington Brokerage Services Company, Primevest Financial Services, Inc., Bisys Brokerage Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company and World Invest Corporation. Leesa has passed several industry exams including Series 63, Series 65, Series 7, Series 6 and Series 24. Leesa has a broad range of experience and expertise in financial advising and is able to assist clients with various financial needs, including retirement planning, college savings, and estate planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
06/09/2021 - Present
LPL Financial LLC (SEAFORD DE)
DE
08/18/2011 - 06/09/2021
M&T SECURITIES, INC. (GEORGETOWN DE)
DE
09/13/2001 - 08/29/2011
WILMINGTON BROKERAGE SERVICES COMPANY (GEORGETOWN DE)
MN
05/10/2000 - 08/13/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
11/06/1998 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
08/19/1994 - 11/20/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/19/1994 - 11/20/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
04/30/1993 - 08/31/1994
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
IA
Issued 09/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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