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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Anne Grant is a financial advisor with World Equity Group, Inc. Leslie has been in the financial services industry since 2011. Leslie is registered with the state of Illinois. Leslie Anne Grant specializes in providing financial planning and portfolio management for businesses and individuals. Leslie has a Series 7, 6, 63 and SIE license. Leslie's previous roles include working for THE LEADERS GROUP, INC., ICON DISTRIBUTORS, INC., and JACKSON NATIONAL LIFE DISTRIBUTORS LLC.
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.
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.
1
2
MT
01/04/2024 - Present
World Equity Group, Inc. (Bozeman MT)
KY
01/30/2020 - 12/31/2023
THE LEADERS GROUP, INC. (Louisville KY)
CO
10/20/2015 - 06/13/2019
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
CO
01/01/2011 - 10/02/2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 07/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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