Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie McDonald is a financial advisor with Kestra Investment Services, LLC. Leslie is a licensed Series 7 and SIE representative and has been in the industry since 2004. Leslie has previously worked with Wells Fargo Advisors, LLC, Lincoln Financial Advisors Corporation, SunTrust Investment Services, Inc. and SunTrust Capital Markets, Inc. Kestra Investment Services, LLC is a leading provider of financial services, and Leslie is committed to providing her clients with personalized financial advice.
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.
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.
1
2
MD
11/27/2023 - Present
Kestra Investment Services, LLC (LUTHERVILLE MD)
MD
08/01/2019 - 11/05/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)
MD
04/22/2010 - 08/05/2019
KESTRA INVESTMENT SERVICES, LLC (LUTHERVILLE MD)
MD
12/05/2006 - 04/21/2010
WELLS FARGO ADVISORS, LLC (LUTHERVILLE MD)
DC
06/30/2005 - 12/07/2006
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
GA
06/15/2004 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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