Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Moffit is a financial advisor with Chapin, Davis. Leigh has been in the industry since 1999 and has held positions at various firms, including Cambridge Investment Research, Inc. and Allfirst Brokerage Corporation. Leigh is registered to provide securities and investment advisory services in Maryland. Leigh specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
MD
12/05/2022 - Present
Chapin, Davis (BALTIMORE MD)
MD
09/26/2019 - 04/17/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Baltimore MD)
MD
10/11/2010 - 10/05/2017
CHAPIN, DAVIS (BALTIMORE MD)
MD
08/31/1999 - 01/08/2009
CHAPIN, DAVIS (BALTIMORE MD)
MD
05/02/1997 - 08/20/1999
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
MN
05/24/1996 - 04/24/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
06/12/1995 - 04/02/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/1995 - 04/02/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/18/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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