Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Calhoun is a financial advisor who has been working in the industry since 1994. Leslie Calhoun is currently registered with Optivest, Inc. and has previously worked with several other firms, including Finance 500, Inc., Roth Capital Partners, LLC, and L.H. Friend, Weinress, Frankson & Presson, LLC. Leslie Calhoun specializes in providing financial planning, portfolio management for individuals and businesses, and family office services. Leslie Calhoun is also registered as an Investment Advisor Representative in Arizona, California, Colorado, Texas, and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services and consultative and concierge 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.
A percentage of the total value of assets under management is charged.
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2
CA
12/03/2013 - Present
Optivest, Inc. (DANA POINT CA)
CA
11/23/2005 - 11/30/2006
FINANCE 500, INC. (IRVINE CA)
CA
10/23/2002 - 11/21/2005
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
CA
05/23/1995 - 10/09/2002
L.H. FRIEND, WEINRESS, FRANKSON & PRESSON, LLC (IRVINE CA)
CT
06/23/1993 - 02/15/1995
ADVEST, INC. (HARTFORD CT)
IA
Issued 06/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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