Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leisl? Claim Your ProfileLeisl Dodson is a financial advisor who has been in the industry since 2018. Leisl has a Series 7, Series 63, Series 65, and SIE licenses. Leisl is also a Certified Financial Planner™. Leisl is currently registered with J. W. Cole Advisors, Inc. in Texas. Leisl provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
Hourly & fixed rate consulting
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.
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2
TX
07/22/2022 - Present
J. W. Cole Advisors, Inc. (The Woodlands TX)
TX
11/02/2021 - 03/30/2022
LPL FINANCIAL LLC (SPRING TX)
CO
05/08/2020 - 11/03/2021
THE O.N. EQUITY SALES COMPANY (Colorado Springs CO)
OH
09/28/2018 - 12/31/2019
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
CO
08/07/2017 - 07/10/2018
AXA ADVISORS, LLC (COLORADO SPRINGS CO)
IA
Issued 07/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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