Alayna Leuzé (CRD# 6942439) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Significant Wealth | Cary, IL | Feb 2019 - Current | 5 |
| Significant Wealth Partners LLC | Cary, IL | Feb 2019 - Current | 5 |
| Bank Of America, N.a. | Deer Park, IL | Jun 2018 - Feb 2019 | < 1 |
| Merrill Lynch | Deer Park, IL | Apr 2018 - Feb 2019 | < 1 |
| Lake Zurich Animal Hospital | Lake Zurich, IL | Feb 2003 - Apr 2018 | 15 |
| Roosevelt University | Palatine/schaumburg, IL | Aug 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- IL
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts439ACCOUNTS
-
Average Account Value$478,360
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IL
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