Leigh Ann Jeter is a eficient professional, who works in Charles Schwab main office of which is in 1096. on the position of Vice President - Financial Consultant since 2015. Leigh Ann Jeter gained professional experience in more than seven positions at various companies. Leigh Ann Jeter went to the The University of Southern Mississippi and received education from 1991 to 1995. Salinas, California is the area, where this expert was known to be situated. The professional's phone and email are accessed through SoftwareOfficial on demand.
Name variants:
Lee Jeter,
Leah Jeter
Last updated Jun 02, 2024
Contact Information
Last Update
Jun 22, 2022
Email
le**@hilltopsecurities.com, je**@aol.com
Location
Salinas, CA
Company
Workplace
Vice President - Financial Consultant
San Francisco, CA
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Vice President - Financial Consultant
211 Main St, San Francisco, CA 94105
Today is the beginning of a new era for me and my 20
yes TWENTY
year career as a Financial Advisor. I have finally found a National firm with amazing resources to help my clients, that is...
Oct 26, 2015 — Apr 2018
Wealth Advisor
1188 Padre Dr SUITE 101, Salinas, CA 93901
I managed the Investment Services division of a premier regional accounting firm and third-party administrator. I provided long-term portfolio solutions, financial planning, wealth managemen...
Apr 2011 — Oct 2015
Senior Registered Csa
Worked as an integral member of a Wealth Management Team, supporting operational & compliance facets of the business, calling and meeting directly with the clients of the team, as well as tr...
Jun 2009 — May 2011
Complex Operations Manager
1585 Broadway, New York, NY 10003
Managed the day to day operational issues for 5 Morgan Stanley offices, handled high level problems, executed management approvals per Series 9/10 licensing, and oversaw the administrative s...
Mar 2004 — Jun 2009
Senior Business Analyst
On-site client support for conversion projects, testing of new software implementation, taught training classes to client's on-site to learn converted software programs.
May 1997 — Feb 2004
Financial Advisor
1585 Broadway, New York, NY 10003
Completed the Dean Witter Financial Advisor program in New York, attained financial licenses, and reached all goals set forth by the program in building assets, account opening and revenue.
Jun 1995 — Apr 1997
Education
1991 — 1995
Occupations
Executive
Region Manager
Vice President
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Advisor
Government Official
Premier
Area Manager
Managers
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Government Service Executive
Skills
Series 7
Series 63
Wealth Management
Series 65
Series 9/10
California Insurance License
Finra
Retirement Planning
Investments
Portfolio Management
Finance
Team Building
Wealth
Marketing
Customer Service
Financial Planning
Financial Analysis
Retirement
Management
FAQs about Leigh Ann Jeter
What's the main profession of Leigh Ann Jeter?
Leigh is a Regional Director Field Operations.
What jobs is Leigh Ann Jeter proficient at at?
Leigh Ann Jeter is a professional Executive and Region Manager jobs.
Where is Leigh Ann Jeter currently located?
Leigh Ann Jeter is located in Salinas, California.
Does Leigh have the email address?
le**@hilltopsecurities.com and je**@aol.com is Leigh Ann Jeter's email address.
How many companies did Leigh Ann Jeter work at?
The professional worked at seven jobs.
What education does Leigh Ann Jeter have?
Leigh studied at the University of Southern Mississippi from 1991 to 1995.
What is the industry that Leigh Ann Jeter worked in?
Leigh Ann Jeter works in Financial Services industry.
What are special skills of Leigh Ann Jeter?
This person has skills in the following areas: Series 7, Series 63, Wealth Management, Series 65, Series 9/10, California Insurance License, Finra, Retirement Planning, Investments, and Portfolio Management.