Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesli? Claim Your ProfileLesli Meredith Platt is a financial advisor registered with LPL Financial LLC, working out of their Davenport, IA branch office. Lesli has been in the industry since 2009 and holds the Series 63, SIE and Series 7 licenses. Lesli has a prior registration with Gunnallen Financial, Inc., and is registered with the state of Iowa. Lesli's main focus is providing financial planning and portfolio management services to individuals, businesses, investment clubs, corporations, and charitable organizations. Lesli also provides other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
02/23/2009 - Present
LPL Financial LLC (DAVENPORT IA)
IA
01/01/2009 - 03/04/2009
GUNNALLEN FINANCIAL, INC (BETTENDORF IA)
BC
Issued 11/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lesli Platt is the right advisor for you? Invested Better is here to help.
