Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesa? Claim Your ProfileLesa Franklin-johnson is a financial advisor with Edward Jones. Lesa has been working in the financial industry since 1989 and has experience working with various financial institutions. Lesa is registered to provide investment advice in multiple states including California, Texas and Arizona. Lesa provides financial planning services, pension consulting and selection of other advisers, and offers portfolio management services for individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/17/2019 - Present
Edward Jones (SACRAMENTO CA)
CA
06/01/2009 - 11/05/2009
MORGAN STANLEY SMITH BARNEY (SACRAMENTO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SACRAMENTO CA)
CA
11/12/2003 - 04/02/2007
MORGAN STANLEY DW INC. (SACRAMENTO CA)
NJ
01/28/1995 - 11/26/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/27/1989 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 10/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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