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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mallory? Claim Your ProfileMallory Van leeuwen is a financial advisor with World Investment Advisors, LLC. Mallory has been in the financial services industry since 2006. Mallory is a Certified Financial Planner and holds the Series 7, Series 66 and SIE licenses. Mallory also holds registrations in California, Colorado, and Washington. Mallory has experience working with individuals, businesses, and charitable organizations. Mallory specializes in financial planning, portfolio management, pension consulting, and selection of other advisors. Mallory is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
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CA
08/04/2015 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
CA
08/07/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Santa Barbara CA)
CA
03/23/2012 - 08/06/2015
LPL FINANCIAL LLC (SANTA BARBARA CA)
CA
01/01/2008 - 03/26/2012
WELLS FARGO ADVISORS, LLC (MONTECITO CA)
CA
10/10/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OXNARD CA)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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