Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Moglia is a financial advisor with Beacon Pointe Advisors, LLC, a firm with offices in Newport Beach and New York. Leigh has been a financial advisor since 2007. Leigh has a variety of experience in the financial services industry, including working at Morgan Stanley, Citigroup Global Markets Inc., Lebenthal & Co., LLC and Purshe Kaplan Sterling Investments. Leigh is a Certified Financial Planner and a Chartered Financial Analyst. Leigh specializes in portfolio management, financial planning, and pension consulting for individuals, businesses, and investment companies.
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.
Consulting 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.
A percentage of the total value of assets under management is charged.
1
2
CA
04/28/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
NY
08/24/2016 - 12/31/2017
PURSHE KAPLAN STERLING INVESTMENTS (New York NY)
NY
03/28/2014 - 09/12/2016
LEBENTHAL & CO., LLC (New York NY)
NY
06/01/2009 - 04/07/2014
MORGAN STANLEY (NEW YORK NY)
NY
12/18/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 04/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Leigh Moglia is the right advisor for you? Invested Better is here to help.
