Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Ann McKee is a financial advisor at Raymond James & Associates, Inc. Leigh Ann has over 16 years of experience in the financial services industry. Leigh Ann has a Series 7, Series 9, Series 10 and Series 63 license. Leigh Ann has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Leigh Ann specializes in providing financial planning, portfolio management, investment management, and pension consulting to individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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
PA
05/02/2022 - Present
Raymond James & Associates, Inc. (Doylestown PA)
PA
11/28/2011 - 10/22/2021
WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)
PA
04/04/2011 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (JENKINTOWN PA)
PA
06/01/2009 - 04/28/2010
MORGAN STANLEY SMITH BARNEY (DOYLESTOWN PA)
PA
02/23/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DOYLESTOWN PA)
BC
Issued 03/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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