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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Leu is a wealth advisor, licensed to provide investment advisory services in California. Richard Leu is currently registered with Axxcess Wealth Management, LLC and has previously been employed by NEW ENGLAND SECURITIES, CHARLES SCHWAB & CO., INC., and MORGAN STANLEY DW INC. Richard Leu has worked in the financial services industry for over 19 years. Richard Leu has earned the Series 31, Series 7, and Series 66 licenses. Richard Leu specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/09/2023 - Present
Axxcess Wealth Management, LLC (Pasadena CA)
CA
04/01/2009 - 10/07/2013
NEW ENGLAND SECURITIES (PASADENA CA)
CA
11/11/2005 - 02/05/2009
CHARLES SCHWAB & CO., INC. (GLENDALE CA)
NY
08/09/2004 - 10/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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