Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leilani? Claim Your ProfileLeilani Walkush is a registered Investment Advisor Representative with Breakwater Investment Group, LLC. Leilani is also an active Investment Advisor Representative in the state of California. Leilani previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Everett, Washington. Leilani has been active in the industry since May 2008. Leilani Walkush has passed both the Series 7 and Series 66 exams.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/27/2012 - Present
Breakwater Investment Group, LLC (NEWPORT BEACH CA)
WA
05/05/2008 - 02/10/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EVERETT WA)
BOTH
Issued 05/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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