Unclaimed
Lesa Crosser is a registered investment advisor representative with WMS Partners, LLC. She is licensed to provide investment advice in Maryland. Lesa has over 15 years of experience in the financial services industry. Previously, Lesa has worked with RBC Capital Markets, LLC, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Lesa has a strong understanding of the financial markets and is committed to providing her clients with personalized investment advice.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
01/15/2013 - Present
WMS Partners, LLC (TOWSON MD)
MD
04/28/2009 - 04/20/2011
RBC CAPITAL MARKETS, LLC (QUARRY LAKE MD)
MD
02/21/2006 - 05/15/2009
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
MD
09/27/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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