Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leshae? Claim Your ProfileLeshae Tyson is a financial advisor with over 23 years of experience in the industry. Leshae has a Series 63, 66, 7, 3, 9, 10, and 24 licenses. Leshae currently works with Wells Fargo Clearing Services, LLC. Leshae Tyson has previously worked with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, and Edward Jones. Leshae provides financial planning, pension consulting, and investment consulting services to institutional clients. Leshae Tyson primarily works with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/02/2024 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
MO
01/30/2012 - 01/25/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
05/01/2008 - 01/30/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
04/19/2000 - 05/05/2008
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 08/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2012
Series 3 - National Commodity Futures Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Leshae Tyson is the right advisor for you? Invested Better is here to help.
