Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Voli is a financial advisor at Commonwealth Financial Network. Leigh has been in the industry since 2019 and is registered in North Carolina. Leigh has experience in several areas of financial services, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Leigh also has experience working with RBC Capital Markets, LLC. Leigh is committed to providing personalized financial advice to help clients reach their goals.
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.
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
NC
07/25/2022 - Present
Commonwealth Financial Network (Wilmington NC)
MA
09/17/2021 - 12/31/2023
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NC
08/31/2021 - 09/21/2021
RBC CAPITAL MARKETS, LLC (WILMINGTON NC)
BOTH
Issued 07/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Leigh Voli is the right advisor for you? Invested Better is here to help.
