Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Leslie is a registered representative with Xt Capital Partners, LLC. Carla is a seasoned financial professional with over 30 years of experience in the industry. Carla's expertise lies in providing comprehensive financial advice to clients, with a focus on investment strategies and portfolio management. Carla holds Series 7, 63, and 65 licenses as well as the SIE and Series 50 exams. Carla is licensed in California, Connecticut, Massachusetts, New York, and Texas.
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.
1
2
CT
05/10/2016 - Present
XT Capital Partners, LLC (WESTPORT CT)
NA
02/11/1991 - 05/06/1993
WEISS PECK & GREER
BC
Issued 05/26/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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