Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nola? Claim Your ProfileNola Valerie Leuthner is a financial professional with over 38 years of experience in the industry. Nola has worked with multiple firms, most recently at Cetera Investment Advisers LLC. Nola is registered with FINRA and several states and holds Series 7, 24 and 63 licenses. In addition, Nola is a notary public and also serves as an election observer/poll worker. Nola is a Registered Representative for Cetera Investment Advisers LLC. Nola's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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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2
WI
12/02/2024 - Present
Cetera Investment Advisers LLC (GREEN BAY WI)
WI
11/01/2017 - 07/17/2018
CETERA ADVISOR NETWORKS LLC (GREEN BAY WI)
WI
09/11/2002 - 11/01/2017
GIRARD SECURITIES, INC. (GREEN BAY WI)
AZ
01/03/1991 - 09/14/2002
SPELMAN & CO., INC. (PHOENIX AZ)
NY
02/21/1985 - 01/04/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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