Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesley? Claim Your ProfileLesley Colleen Grannum is a financial professional with over 20 years of experience in the industry. Lesley is a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra Advisory Services, LLC. Lesley is registered in 27 states and the District of Columbia. Lesley is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 63, 7 and SIE license.
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.
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.
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NY
02/29/2024 - Present
Kestra Advisory Services, LLC (NEW YORK NY)
BC
Issued 05/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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