Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Morgan is a financial professional with over 16 years of experience in the industry. Leslie is a registered representative with MML Investors Services, LLC and is also a registered investment advisor. Leslie is registered in 33 states and is a Certified Financial Planner. Leslie has a background in insurance and has worked with clients in a variety of areas, including retirement planning, investment management, and estate planning. Leslie is committed to providing personalized financial advice to help clients achieve their goals. Leslie is dedicated to helping clients achieve their financial goals and believes in providing a high level of service and personalized attention to each client.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
07/28/2022 - Present
MML Investors Services, LLC (Virginia Beach VA)
VA
03/08/2006 - 07/23/2022
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
IA
Issued 10/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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