Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesley? Claim Your ProfileLesley Pinckard is a financial advisor with over 20 years of experience in the financial services industry. Lesley is currently registered with Mutual of Omaha Investor Services, Inc. in Texas. Lesley has a strong background in investment advisory services, having worked previously with firms such as Questar Capital Corporation and MML Investors Services, Inc. Lesley is a highly qualified and experienced financial advisor who can help you achieve your financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
TX
11/14/2017 - Present
Mutual OF Omaha Investor Services, Inc. (IRVING TX)
TX
03/24/2014 - 07/01/2015
QUESTAR CAPITAL CORPORATION (FORT WORTH TX)
TX
08/21/2009 - 04/08/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ARLINGTON TX)
TX
03/03/2007 - 08/14/2009
MML INVESTORS SERVICES, INC. (FORT WORTH TX)
TX
08/10/2000 - 03/05/2007
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ARLINGTON TX)
NE
04/18/2000 - 06/21/2000
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 05/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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