Unclaimed
Leisa Scott has been in the financial services industry since 1992. Leisa is a Registered Representative with MML Investors Services, LLC. Leisa is also registered with the state of Texas as an Investment Advisor Representative. Leisa has held previous registrations with MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Pruco Securities Corporation. Leisa is a licensed real estate agent and an insurance agent. Leisa specializes in offering financial planning, pension consulting, educational seminars, and asset allocation programs.
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 programs
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.
Solicitors fees
1
2
OH
05/30/2017 - Present
MML Investors Services, LLC (Brecksville OH)
OH
04/02/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BROADVIEW HEIGHTS OH)
OH
04/02/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PARMA OH)
NJ
11/25/1992 - 03/15/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 05/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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