Unclaimed
Leighton Brew is a financial professional with over five years of experience in the industry. Leighton is currently registered with Ameriprise Financial Services, LLC and has held a Series 7 and Series 63 license since 2013. In addition, Leighton holds the Series SIE license. Leighton has experience working with clients ranging from individuals and high-net-worth individuals to corporations and trusts/estates. Leighton is committed to providing clients with a comprehensive financial planning experience, including asset allocation services, portfolio management, and financial planning.
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.
Asset allocation 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
PA
09/01/2018 - Present
Ameriprise Financial Services, LLC (Schnecksville PA)
PA
12/18/2013 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (BETHLEHEM PA)
BC
Issued 06/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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