Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leia? Claim Your ProfileLeia Mehler is a financial advisor with Morgan Stanley and has been in the industry since 2007. Leia is registered in 53 states and has experience with a range of financial services, including portfolio management, financial planning, and asset allocation advice. Leia is also active in real estate.
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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/08/2020 - Present
Morgan Stanley (New York NY)
PA
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (PITTSBURGH PA)
PA
06/06/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
BOTH
Issued 05/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Leia Mehler is the right advisor for you? Invested Better is here to help.
