Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leona? Claim Your ProfileLeona Bess Mitchell is an investment advisor representative with Morgan Stanley. Leona has been in the industry for over 24 years and has been registered with the state of Nebraska since 2011. Leona is also registered with the state of Iowa and Texas. Leona holds the Series 7, Series 66, and SIE exams. Leona has experience working with individuals, high-net-worth individuals, businesses, corporations, investment clubs, pension plans, charitable organizations, and insurance companies. Leona is located in Omaha, Nebraska and can be reached at the Morgan Stanley office located at 13625 California Street, Suite 400.
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
NE
05/01/2010 - Present
Morgan Stanley (Omaha NE)
NE
03/19/1998 - 04/22/2010
UBS FINANCIAL SERVICES INC. (OMAHA NE)
BOTH
Issued 05/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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