Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Hobbs is a financial advisor who has been in the industry since April 24, 2000. Leslie is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since January 3, 2011. Previously, Leslie was employed by Wells Fargo Investments, LLC and Wells Fargo Securities Inc. Leslie holds Series 7, Series 63, and Series 66 licenses. Leslie specializes in portfolio management for individuals and businesses. Leslie offers a range of financial services, including financial planning, pension consulting, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
ID
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BOISE ID)
CA
04/25/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 09/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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