Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Aldana is a financial professional with experience in the financial services industry. Leslie is currently registered with Charles Schwab & Co., Inc. in Orlando, Florida. Leslie has a Series 7TO, Series 63 and SIE licenses. Leslie has previously worked with TD Ameritrade Clearing, Inc. and TD Ameritrade, Inc.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
03/30/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
TX
06/15/2020 - 12/31/2023
TD AMERITRADE CLEARING, INC. (Westlake TX)
TX
01/28/2019 - 12/31/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 02/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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