Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Ann Fields is a financial advisor with Buck Wealth Strategies, LLC. Leslie is a Registered Investment Advisor Representative. Leslie has been in the industry since 2014 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Thrivent Investment Management Inc. Leslie has a Series 66 and a Series 7. Leslie is registered in New Mexico.
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.
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.
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CO
08/16/2024 - Present
Buck Wealth Strategies, LLC (DENVER CO)
NM
08/13/2019 - 07/26/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
IL
06/02/2017 - 08/29/2017
THRIVENT INVESTMENT MANAGEMENT INC. (PEORIA IL)
NM
10/27/2014 - 11/14/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA FE NM)
BOTH
Issued 12/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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