Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesley? Claim Your ProfileLesley Draper is an Investment Advisor Representative associated with Corient. Lesley has been in the industry for over 15 years and is currently registered with the state of New Jersey, New York and Texas. Prior to joining Corient, Lesley worked for Citigroup Global Markets Inc., Citicorp Investment Services and UST Financial Services Corp. Lesley has a broad range of experience in the financial services industry and is committed to providing her clients with personalized financial 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NJ
11/27/2023 - Present
Corient (MORRISTOWN NJ)
NY
05/29/2007 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/08/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
12/01/1998 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BOTH
Issued 05/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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