Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesa? Claim Your ProfileLesa Lynne Collins is an Investment Advisor Representative at Retirement Planners Of America, a firm with 33 employees that manages $3,557,314,906 of assets. Lesa has been working in the financial industry for over 14 years. Lesa has a strong background in financial planning, and specializes in helping individuals and families reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/11/2024 - Present
Retirement Planners OF America (PLANO TX)
TX
06/01/2009 - 06/06/2023
MORGAN STANLEY (Plano TX)
TX
09/29/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
BOTH
Issued 08/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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