Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Leynse is a financial advisor with over 25 years of experience in the industry. Lois is registered with Avantax Advisory Services, and has a wide range of experience, including tax preparation, accounting, and real estate. Lois provides a variety of services to clients, including financial planning, portfolio management, and pension consulting. Lois is dedicated to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
02/06/2024 - Present
Avantax Advisory Services (OAKLAND CA)
IA
Issued 08/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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