Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leesa? Claim Your ProfileLeesa Gilliam is an investment advisor representative with Annex Wealth Management, LLC. Leesa has over 20 years of experience in the financial services industry. Leesa holds Series 7, Series 66, and Series 65 licenses. Leesa provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and non-profit organizations. Previously, Leesa worked as a financial advisor at PNC Investments, BMO Harris Financial Advisors, Inc., Ameriprise Financial Services, Inc., Associated Investment Services, Inc., and RBC Dain Rauscher Inc. Leesa's clients have access to a wide range of investment products and services through Annex Wealth Management, LLC. Leesa is committed to providing her clients with personalized financial advice and guidance.
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.
Consultation for a fee
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.
1
2
WI
04/08/2024 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
09/11/2017 - 12/06/2018
PNC INVESTMENTS (MILWAUKEE WI)
WI
03/21/2014 - 07/06/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
MN
10/31/2006 - 07/02/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/21/2003 - 11/01/2006
ASSOCIATED INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NY
06/26/2002 - 08/22/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
IA
Issued 04/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Leesa Gilliam is the right advisor for you? Invested Better is here to help.
