Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Harrison has been in the financial services industry since 1994. Leslie is a registered Investment Advisor Representative with LNW, where Leslie has been employed since December 2020. Previous firms Leslie was affiliated with include Capital One Sharebuilder, Inc., Symetra Securities, Inc., Freestone Securities, LLC, WAMU Investments, Inc., and Safeco Investment Services, Inc. Leslie holds Series 7, 24, and 65 licenses. Leslie specializes in providing financial planning, portfolio management, and educational seminars to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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WA
12/04/2020 - Present
LNW (SEATTLE WA)
WA
08/26/2013 - 01/06/2014
CAPITAL ONE SHAREBUILDER, INC. (SEATTLE WA)
WA
09/18/2012 - 07/18/2013
SYMETRA SECURITIES, INC. (BELLEVUE WA)
WA
01/22/2010 - 02/17/2011
FREESTONE SECURITIES, LLC (SEATTLE WA)
CA
01/26/2001 - 12/14/2007
WAMU INVESTMENTS, INC. (IRVINE CA)
MA
11/16/1994 - 07/25/2000
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 02/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 11/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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