Unclaimed
Leisl Langevin is a financial advisor with Commonwealth Financial Network. Leisl is registered with the state of Connecticut as a Registered Representative and Investment Advisor Representative. Leisl has been in the industry for 6 years. Leisl is a Certified Financial Planner and has passed the Series 7TO, Series 63, and SIE exams. Leisl has experience working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Leisl provides financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
05/01/2019 - Present
Commonwealth Financial Network (POMFRET CENTER CT)
BC
Issued 03/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Leisl Langevin is the right advisor for you? Invested Better is here to help.