Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ursula? Claim Your ProfileUrsula Leath is a financial advisor with over 20 years of experience in the industry. Ursula is currently registered with Farmers Financial Solutions, LLC, in Westlake Village, California. Ursula has a strong background in the financial services industry, with experience in various firms, including Frost Brokerage Services, Inc., Commerce Brokerage Services, Inc., Scottrade, Inc., U.S. Bancorp Investments, Inc., Cambridge Investment Research, Inc., Banc One Securities Corporation, TD Waterhouse Investor Services, Inc., and Fidelity Brokerage Services LLC. Ursula holds the Series 7, Series 24, Series 52TO, and SIE licenses.
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.
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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2
CA
06/24/2022 - Present
Farmers Financial Solutions, LLC (Westlake Village CA)
TX
02/07/2020 - 06/07/2022
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
MO
07/24/2013 - 01/21/2020
COMMERCE BROKERAGE SERVICES, INC. (ST. LOUIS MO)
MO
03/24/2008 - 07/23/2013
SCOTTRADE, INC. (ST. LOUIS MO)
MO
10/03/2007 - 02/26/2008
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
OH
06/27/2003 - 08/09/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (KETTERING OH)
IL
11/05/2002 - 07/30/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NE
01/30/2001 - 09/07/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
RI
03/24/2000 - 01/16/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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