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Levene Marie Leblanc-mclean

Seia

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About Levene Marie Leblanc-mclean

Levene Marie LeBlanc-mclean is a Registered Representative and Investment Adviser Representative, with over 4 years of experience in the financial services industry. LeBlanc-mclean is currently associated with Seia in LOS ANGELES, CA. Levene Marie LeBlanc-mclean has held previous positions at OSAIC WEALTH, INC., MORGAN STANLEY, Polish Your Business, and SEIA LLC. LeBlanc-mclean holds the Series 66, Series 7TO, and SIE licenses.

Firm Information

Levene Leblanc-mclean is currently registered with Seia. Seia is a financial advisory firm based in Los Angeles, California. They offer financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Seia has a total of 103 registered representatives and manages approximately $14.2 billion in assets. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Seia

2121 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$14.21B

Assets Under Management

74

Total Clients

108

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Levene Leblanc-mclean’s Registration & Firm History

CA

07/01/2020 - Present

Seia (LOS ANGELES CA)

VA

03/13/2020 - 08/23/2023

OSAIC WEALTH, INC. (TYSONS CORNER VA)

MD

10/08/2019 - 01/14/2020

MORGAN STANLEY (LUTHERVILLE MD)

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Licenses & Designations

BOTH

Issued 06/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Levene Marie Leblanc-mclean.
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