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Lejeana L. Love

Some features on this profile are disabled
CRD#: 6312685
LL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lejeana Latrice Love, who also goes by Lejeana Latrice Black, was a registered financial professional .

Lejeana is a previously registered financial professional and started their career in finance in 2014. Lejeana had worked at 8 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lejeana Latrice Black

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Life & Health Insurance agent; non-investment related; 7636 Cushing Drive, Charlotte, NC 28216; fixed insurance sales since 05/2021; 2 hours per month during non-securities hours. 2. Notary Public, state of North Carolina; non-investment related; 7636 Cushing Drive, Charlotte, NC 28216; fixed insurance sales since 01/2014; 2 hours per month during non-securities hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 7, 2023 - June 5, 2024

OAKWOOD CAPITAL SECURITIES, INC.

BD
CRD#: 21000
ST. LOUIS PARK, MN
Past

September 29, 2022 - April 4, 2024

ALPHASTAR CAPITAL MANAGEMENT

RIA
CRD#: 157423
CORNELIUS, NC
Past

June 6, 2022 - July 15, 2022

STASH WEALTH, LLC

RIA
CRD#: 167072
CHARLOTTE, NC
Past

April 7, 2021 - March 31, 2022

LOVE FINANCIAL & ADVISORY SERVICES, L.L.C

RIA
CRD#: 312455
CHARLOTTE, NC
Past

November 18, 2016 - April 1, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

November 17, 2016 - April 1, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

September 14, 2015 - February 29, 2016

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
CHARLOTTE, NC
Past

July 16, 2015 - February 29, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CHARLOTTE, NC
Past

October 1, 2014 - June 16, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLOTTE, NC
Past

June 3, 2014 - August 14, 2014

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/31/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/6/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/7/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2014
General Securities Representative Examination

Current Firm

OC
OAKWOOD CAPITAL SECURITIES, INC.
GARDNER FINANCIAL SERVICES, INC. | OAKWOOD CAPITAL SECURITIES, INC.

CRD#: 21000 / SEC#: , 8-38631

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
600 Highway 169 South Suite 1410, St. Louis Park, MN 55426
Mailing Address
600 Highway 169 South Suite 1410, St. Louis Park, MN 55426
Phone number
(952) 935-4601
Established
Minnesota since 05/11/1987
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
OAKWOOD CAPITAL SECURITIES, LLCOWNER
BASKETT, ERINFINOP, PFO, POO4538604
KING, BRANDON DOUGLASVICE PRESIDENT6371003
KING, DOUGLAS STEPHANPRESIDENT, CHIEF COMPLIANCE OFFICER1375683
KING, JASON THOMASVICE PRESIDENT6343030

Disclosures

Regulatory Event1
Bond1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OAKWOOD CAPITAL SECURITIES, INC.

CRD#: 21000

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