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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Ann Schield is a financial advisor with Morgan Stanley. Leigh Ann has been in the financial services industry since 1997 and has a strong track record of providing financial advice and investment management services to her clients. Leigh Ann is registered with the state of Pennsylvania and holds the Series 7, 6, 63, and 66 securities licenses. Leigh Ann is dedicated to helping her clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice. Leigh Ann specializes in providing financial advice to individuals, families, and businesses. Leigh Ann is also experienced in working with 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.
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
PA
08/06/2020 - Present
Morgan Stanley (Scranton PA)
PA
01/01/1997 - 06/27/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
NJ
04/27/1995 - 01/01/1997
PRUDENTIAL RETIREMENT SERVICES, INC. (NEWARK NJ)
BOTH
Issued 08/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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