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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 Anne Cook is a financial advisor registered with LPL Financial LLC and is located in CEDAR RAPIDS, IA. Leigh Anne has been in the financial services industry since 1998. Leigh Anne has passed the Series 6, Series 7, Series 63, and Series 65 exams, which qualify her to provide investment advice. Leigh Anne is also registered with the state of Iowa as a securities agent and investment advisor representative. Leigh Anne has prior experience with CUNA BROKERAGE SERVICES, INC..
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.
Consulting and other non-discretionary advisory services
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.
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IA
05/18/2022 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
08/11/1998 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (CEDAR RAPIDS IA)
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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