Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leisa? Claim Your ProfileLeisa Nash is a financial advisor in Rapid City, SD and has over 30 years of experience in the financial services industry. Leisa is a registered representative of Morgan Stanley. Previously, Leisa was registered with UBS Financial Services Inc., Piper Jaffray & Co., U.S. Bancorp Investments, Inc., John G. Kinnard and Company, Incorporated, Dain Bosworth Incorporated, and D.E. Frey & Company, Inc. Leisa has obtained a number of securities licenses and holds Series 3, 7, 8, 9, 10, 63, and 66 licenses. Leisa has a strong track record of providing financial advice to individuals, families, and businesses.
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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
SD
04/02/2020 - Present
Morgan Stanley (Rapid City SD)
SD
08/12/2006 - 07/23/2012
UBS FINANCIAL SERVICES INC. (RAPID CITY SD)
SD
02/15/1994 - 08/12/2006
PIPER JAFFRAY & CO. (RAPID CITY SD)
MN
03/20/2000 - 07/02/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
11/08/1991 - 02/11/1994
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NA
08/16/1991 - 11/07/1991
DAIN BOSWORTH INCORPORATED
CO
09/17/1990 - 08/22/1991
D.E. FREY & COMPANY, INC. (DENVER CO)
BOTH
Issued 12/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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