LEAH FOSTER ALDERMAN © │ Investment Adviser

ABOUT ME

Summary

Dear investors,
Welcomed to my website.

I'm a General Securities Representative in the financial services industry, with over 2 decades of experience in reputable U.S. firms. My investment focus primarily centers on large-cap and mega-cap companies, as well as major cryptocurrencies, with a strategic blend of short-term and long-term approaches. Approximately 60% of my portfolio is dedicated to short-term investments, while the remaining 40% is committed to long and mid-term positions.

My portfolio is well diversified across several industries and I also invest into companies that have consistently increased their dividend yield year on year. Technical analysis and Risk control plays an important role in my strategies. My goal is to beat the S&P500 each year and to generate sustainable results.

WORK HISTORY

07/2008 - 03/2017

(9 years)

RAYMOND JAMES & ASSOCIATES, INC.

11/1999 - 07/2008

(9 years)

CITIGROUP GLOBAL MARKETS INC.

10/1999 - 11/1999

(<1 years)

MORGAN KEEGAN & COMPANY, INC.

05/1997 - 10/1999

(2 year)

SALOMON SMITH BARNEY INC.

11/1994 - 03/1997

(3 year)

MORGAN KEEGAN & COMPANY, INC.

05/1994 - 11/1994

(<1 year)

PRUDENTIAL SECURITIES INCORPORATED.

EDUCATION

State Securities Law Exam

Series 66 - Uniform Combined State Law Examination

Mar 24, 2007 - (IA)

Series 63 - Uniform Securities Agent State Law Examination

Jun 1, 1994 - (B)

General Industry/Products Exam

SIE - Securities Industry Essentials Examination

Mar 20, 2017 - (B)

Series 7 - General Securities Representative Examination

May 24, 1994 - (B)

Cboe BZX Exchang, Inc. - General Securities Representative

100%

FINRA - General Securities Representative

100%

NYSE American LLC - General Securities Representative

100%

NASDAQ PHLX LLC - General Securities Representative

100%

NASDAQ Stock Market - General Securities Representative

100%

New York Stock Exchange - General Securities Representative

100%

ADAPTED TO YOU

Initially, I will request that you complete a personal assessment detailing your trading background. Subsequently, I will utilize the information from your personal assessment to identify investment avenues that are likely to yield profit for you. My trading strategies are designed to be in sync with the financial goals and risk tolerance of each individual client, ensuring a tailored approach that aligns with your unique objective.

STRATEGY IMPROVEMENT

Gain access to a comprehensive array of strategies that will pave the way for your success as a trader. These strategies will not only enhance your composure and attentiveness but also position you consistently ahead of the market curve.

EDUCATIONAL MATERIALS

I've compiled all the essential information to assist you in grasping the fundamentals of trading principles, covering everything from setting up your trades to understanding various strategies and patterns. Most notably, you will experience a newfound sense of empowerment and confidence when it comes to making informed financial decisions in both U.S. and global markets.

PRIVACY PROTECTION

Ensuring the safety of those who follow my trades is my utmost concern. My mission revolves around offering investors a secure and transparent trading journey. To achieve this, I've implemented a comprehensive set of safeguards by partnering with carefully chosen brokerage platforms. Every broker undergoes rigorous scrutiny to confirm their credibility and user-friendliness, assuring the protection of my copiers.

MINDSET DEVELOPMENT

This will change your life in many ways. You will think and approach your finances from a new point of view. Being a really successful trader requires consistency and discipline. I will help you become a financial disciplinarian version of yourself – your own money master.

CONSISTENCY

This serves as the cornerstone of success, and there are several essential tools required to attain it. I've personally experienced and mastered these tools, and I will integrate them into your daily routine. I will closely monitor your trading activities each day, fostering continuous improvement of your skills and enhancing your earnings permanently.

FAQs

What is the difference between strategic and tactical asset allocation?

Strategic asset allocation is a long-term approach that involves setting target allocations for each asset class and periodically rebalancing. Tactical asset allocation involves making short-term adjustments based on market conditions to capitalize on opportunities or mitigate risks.

What are your targets?

I do not see any value in setting targets. I try to make as much profit as possible with a particular risk appetite. I have witnessed monumental growth, low activity weeks, and steady increases. It all depends on the markets. The sign of a good trader is their ability to protect investments when times are tough and I believe I have evidenced this in my career.

CLIENT'S FEEDBACK

"The proper word to describe my feeling is Gratitude! Thank you very much Leah for sharing your successful strategy with us and give this opportunity to people. I believe your best achievement as an investment coach is that you have created a very powerful strategy, super successful, specially on daily charts that is simple to understand and apply. Congratulations! You deserve it all!"

Alistair Ravenscroft
President, Stellar Dynamics Corp

"This is the second testimony I have written for Leah, as this is the second time I have entered the mentoring group. After a foray of trying to merge her approach with fundamental-based research that I learned from my own investment background, I now understand why her simple, yet highly effective way of doing things is successful."

Tamsin Delaney
Retired Chief Communications Officer, Delaney Ventures Ltd.

"As someone who had never traded stocks before, I was initially overwhelmed by the complexity of the market. Meeting Mrs Alderman made the learning curve much easier to navigate. Her educational resources were well-structured, breaking down trading concepts into small parts. The real-time support and practical advice I received helped me make my first trades with confidence. I’ve since seen steady growth in my portfolio and feel much more knowledgeable about investing."

Isabella Santini
Senior Environmental Scientist, Ireland East Hospital

"After years of searching for an advantage in the cryptocurrency market, I came across Mrs Leah's exceptional class, Her daily trade signals and insights has guided me throughout my journey."

Javier Ortega
Project Manager, Pinnacle Construction Group

"Mrs Alderman provides an excellent service. I have found the her advice regarding investment strategies very helpful no matter how complex the market."

Niamh Daly
Therapist, Ireland East Hospital

"I am a regular trader who recently looked to optimise my leverage and lower brokerage fees by trading more often. I wanted to quit my full time job to pursue trading full time but wasn’t making enough from it at first. I tried multiple brokerage companies to get tips and information, but none were helping me. Until I discovered Leah, which offered some of the best expert trading strategy out there. she gave me plenty of advice and information to help me improve the success of my investments"

Sunu Varughese
CEO, CityScape Design Group