Unclaimed
Leigh Maranne Roller is a financial advisor who has been in the industry since August 22, 2000. Leigh is currently registered with Raymond James & Associates, Inc. and has been with the firm since February 13, 2013. Prior to that, Leigh was registered with MORGAN KEEGAN & COMPANY, INC. from June 20, 2005 to February 13, 2013 and MIRAMAR SECURITIES, LLC from August 22, 2000 to June 20, 2005. Leigh holds the Series 6, Series 63, and SIE licenses. Leigh specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Please see note in schedule d - miscellaneous
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
GA
02/13/2013 - Present
Raymond James & Associates, Inc. (COLUMBUS GA)
GA
06/20/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (COLUMBUS GA)
GA
08/22/2000 - 06/20/2005
MIRAMAR SECURITIES, LLC (ALPHARETTA GA)
BC
Issued 09/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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