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 Whitney is a Registered Investment Advisor representative with Fiducient Advisors LLC. Leslie has been in the financial services industry since 1989. Prior to joining Fiducient, Leslie was with Sentinel Securities, Inc. in Wakefield, MA, Commonwealth Financial Network in Cumberland Foreside, ME, The Lincoln National Life Insurance Company in Fort Wayne, IN, Lincoln Financial Advisors Corporation in Fort Wayne, IN, Diversified Investors Securities Corp. in Harrison, NY, Unum Sales Corporation in Portland, ME, and Penn Mutual Equity Services, Inc. in Horsham, PA. Leslie holds Series 6, 63, and 65 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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 for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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ME
05/18/2022 - Present
Fiducient Advisors LLC (KENNEBUNK ME)
MA
01/30/2009 - 05/02/2011
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
ME
04/26/2005 - 02/09/2007
COMMONWEALTH FINANCIAL NETWORK (CUMBERLAND FORESIDE ME)
IN
12/18/2003 - 04/25/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
10/01/1996 - 04/25/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
08/19/1996 - 01/02/2002
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
ME
07/01/1991 - 10/01/1996
UNUM SALES CORPORATION (PORTLAND ME)
PA
11/16/1989 - 05/21/1990
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
IA
Issued 02/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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