Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kandace? Claim Your ProfileKandace Lesher is a financial advisor with over 12 years of experience in the financial services industry. Kandace is currently registered with J.P. Morgan Securities LLC and has previously worked with Morgan Stanley and Princor Financial Services Corporation. Kandace holds several licenses and certifications, including Series 6, 7, 3, 31, 63 and 65. Kandace specializes in providing financial planning, portfolio management and pension consulting services to individuals, corporations, businesses, charitable organizations, high-net-worth individuals and insurance companies.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
04/20/2023 - Present
J.p. Morgan Securities LLC (San Francisco CA)
FL
12/22/2012 - 03/07/2023
MORGAN STANLEY (CORAL SPRINGS FL)
CA
06/21/2011 - 08/21/2012
PRINCOR FINANCIAL SERVICES CORPORATION (SAN FRANCISCO CA)
FL
12/16/2009 - 06/15/2011
PRUCO SECURITIES, LLC. (TAMPA FL)
IA
Issued 01/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 3 - National Commodity Futures Examination
BC
Issued 03/08/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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