Unclaimed
Leslie Ann Kovalesky is a financial advisor with J.P. Morgan Securities LLC, with over 16 years of experience in the industry. Leslie has been registered with FINRA since 2012 and holds Series 6, SIE, and Series 63 licenses. Leslie has a strong record of providing financial advice and investment management services to a diverse client base, including individuals, businesses, high-net-worth individuals, corporations, and charitable organizations. Leslie's expertise extends across various areas including investment management, financial planning, and pension consulting. Leslie is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
WV
10/01/2012 - Present
J.p. Morgan Securities LLC (WHEELING WV)
WV
12/12/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHEELING WV)
BC
Issued 12/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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