Unclaimed
Lesley Leonhardt is a financial advisor with Fidelity Brokerage Services LLC in Smithfield, RI. Lesley has been in the financial services industry since 1996. Lesley holds the Series 6, 7, 24 and 63 licenses and the SIE exam. Lesley is registered to provide investment advice in 53 states. Lesley was previously registered with National Financial Services LLC and National Financial Services Corporation.
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.
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.
1
2
RI
11/12/2008 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MA
06/07/2007 - 11/16/2012
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
01/04/1994 - 03/25/1998
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
RI
08/10/1987 - 12/31/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 06/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Lesley Leonhardt is the right advisor for you? Invested Better is here to help.