Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Anthony Netter is a financial advisor registered with UBS Financial Services Inc., and has been in the industry since December 31, 1997. Leslie has a broad experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Leslie has been with UBS Financial Services Inc. since July 2015. Leslie's previous employers include Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Citigroup Global Markets Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
07/16/2015 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
06/01/2009 - 07/31/2015
MORGAN STANLEY (ATLANTA GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
09/18/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
GA
01/01/1998 - 09/28/2006
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
IA
Issued 01/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Leslie Netter is the right advisor for you? Invested Better is here to help.
