Unclaimed
Leslie Stair is a financial advisor at Raymond James & Associates, Inc. Leslie has been in the financial services industry since 2002 and holds both Series 7 and Series 66 licenses. Leslie has a strong background in financial planning and portfolio management, and has a history of working with a variety of clients, including individuals, businesses, and institutions. Leslie is committed to providing clients with personalized financial advice and guidance, helping them achieve 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
11/18/2005 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
10/01/2003 - 09/22/2005
TRANSMARKET GROUP L.L.C. (CHICAGO IL)
TX
10/06/2002 - 09/19/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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