Unclaimed
Leigh ann Landrum Jameson is a financial advisor with over 20 years of experience in the financial services industry. Leigh ann is currently registered with Wells Fargo Clearing Services, LLC and has held previous roles with UBS Financial Services Inc., Wachovia Securities Financial Network, LLC, Legg Mason Wood Walker, Incorporated, Invest Financial Corporation, and J.C. Bradford & Co. Leigh ann's areas of expertise include financial planning, portfolio management, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TN
09/22/2016 - Present
Wells Fargo Clearing Services, LLC (BRENTWOOD TN)
TN
08/20/2010 - 09/20/2016
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
TN
11/14/2005 - 12/01/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (NASHVILLE TN)
MD
08/28/2001 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
WI
06/24/1998 - 12/20/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
08/13/1997 - 06/17/1998
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 10/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Leigh ann Jameson is the right advisor for you? Invested Better is here to help.