Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christa? Claim Your ProfileChrista Janelle Leson is an Investment Advisor Representative at Plante Moran Financial Advisors. Christa holds a Series 65 license. Christa has been working in the financial services industry since August 2017. Christa received a Certified Financial Planner designation. Christa is currently registered with the state of Michigan and Texas. Christa has worked for Plante Moran Financial Advisors in the past.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
03/10/2023 - Present
Plante Moran Financial Advisors (El Paso TX)
IA
Issued 05/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Christa Leson is the right advisor for you? Invested Better is here to help.
