Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Ashley Robertson is a financial advisor with LPL Financial LLC. Leigh Ashley Robertson has been a registered representative in the financial services industry since May 2017 and has a current employment with LPL Financial LLC. Leigh Ashley Robertson has also been registered with Avantax Investment Services, Inc. and 1st Global Capital Corp. Leigh Ashley Robertson is licensed to provide financial advice in California, Florida, Georgia, Michigan, Texas and Utah. Leigh Ashley Robertson holds the Series 66, Series 7 and SIE exams and is licensed with the Financial Industry Regulatory Authority (FINRA).
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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2
MI
02/03/2021 - Present
LPL Financial LLC (ALPENA MI)
MI
10/25/2019 - 12/22/2020
AVANTAX INVESTMENT SERVICES, INC. (ALPENA MI)
MI
05/09/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ALPENA MI)
BOTH
Issued 06/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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