Invested Better
Unclaimed

Unclaimed

Unclaimed

Leisa Jean Kohlmann

Canaccord Genuity LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Leisa? Claim Your Profile

About Leisa Jean Kohlmann

Leisa Kohlmann is a registered representative with Canaccord Genuity LLC. Leisa has been in the industry since October 16, 2012. Leisa holds the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99) licenses.

Firm Information

Leisa Kohlmann is currently registered with Canaccord Genuity LLC. Canaccord Genuity LLC is a Limited Liability Company formed in February 2004. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Canaccord Genuity LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

103

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Leisa Kohlmann’s Registration & Firm History

NY

10/16/2012 - Present

Canaccord Genuity LLC (NEW YORK NY)

Not sure if Leisa Jean Kohlmann is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leisa Jean Kohlmann.
Not sure if Leisa Jean Kohlmann is right for you?