Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Holbrook is a financial advisor at Morgan Stanley with over 27 years of experience in the industry. Leigh has been registered with FINRA since 1994 and is licensed to conduct business in 53 states and the District of Columbia. Leigh has held previous positions at E*TRADE SECURITIES LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC and J.C. Bradford & Co.. Leigh specializes in investment planning, asset allocation, and portfolio management for individuals and businesses.
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
GA
02/25/2014 - Present
Morgan Stanley (Atlanta GA)
GA
08/15/2012 - 07/29/2013
E*TRADE SECURITIES LLC (ALPHARETTA GA)
NY
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
08/02/2000 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
11/23/1994 - 07/18/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 02/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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