Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesley? Claim Your ProfileLesley Pinney is a financial advisor registered with Fidelity Personal And Workplace Advisors. Lesley has been in the financial industry for 5 years. Lesley is currently registered as a Registered Representative with FINRA, a Registered Investment Advisor with the state of Texas, and is Series 66 and Series 7 licensed. Prior to joining Fidelity Personal And Workplace Advisors, Lesley was a financial advisor at Woodbury Financial Services, Inc. and Capital One Investing, LLC. Lesley holds a Bachelor of Arts degree from Texas A&M University. Lesley is a member of the National Association of Personal Financial Advisors (NAPFA).
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.
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.
1
2
TX
10/17/2022 - Present
Fidelity Personal AND Workplace Advisors (RICHMOND TX)
TX
07/11/2018 - 08/23/2022
WOODBURY FINANCIAL SERVICES, INC. (Houston TX)
TX
07/03/2017 - 07/11/2018
CAPITAL ONE INVESTING, LLC (SUGAR LAND TX)
BOTH
Issued 08/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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