Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Roberts is a financial advisor at Centaurus Financial, Inc. based in Plymouth Meeting, Pennsylvania. Leslie has been working in the industry since February 6, 1991. Leslie has a diverse range of experience, having worked with several firms throughout her career, including Questar Capital Corporation and USAllianz Securities, Inc. Leslie has a strong focus on financial planning and portfolio management for both individuals and businesses. Leslie also provides pension consulting and educational seminars to help clients meet 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.
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
PA
06/14/2016 - Present
Centaurus Financial, Inc. (PLYMOUTH MEETING PA)
PA
12/01/2006 - 12/31/2006
QUESTAR CAPITAL CORPORATION (BLUE BELL PA)
PA
01/21/1999 - 12/01/2006
USALLIANZ SECURITIES, INC. (BLUE BELL PA)
NJ
03/23/1992 - 01/12/1999
TFS SECURITIES, INC. (LINCROFT NJ)
NA
10/23/1990 - 12/16/1991
AMERICAN FINANCIAL SERVICES
IA
Issued 09/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Leslie Roberts is the right advisor for you? Invested Better is here to help.
