Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Les? Claim Your ProfileLes Dyer is a financial advisor with over 30 years of experience in the industry. He is registered with Osaic Wealth, Inc., and has a strong background in financial planning, portfolio management, and investment advisory services. Les has served clients in various industries, including individuals, families, businesses, and charitable organizations. He holds licenses from FINRA, including Series 6, 7, 63, and 65, and is also a registered investment advisor representative in North Carolina.
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.
A percentage of the total value of assets under management is charged.
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2
NC
08/23/2024 - Present
Osaic Wealth, Inc. (NORTH WILKESBORO NC)
NC
03/30/1999 - 08/23/2024
TRIAD ADVISORS LLC (NORTH WILKESBORO NC)
AZ
01/31/1997 - 04/15/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
05/26/1995 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
FL
06/27/1994 - 06/02/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
GA
10/10/1988 - 08/18/1992
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
09/24/1988 - 10/20/1988
FSC SECURITIES CORPORATION
IA
Issued 02/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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