Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Cameron Finn is a financial advisor based in Birmingham, Alabama, and is currently registered with Stonex Advisors Inc. Leslie has over 25 years of experience in the financial industry, having worked for several firms including Quest Capital Strategies, Inc., Waddell & Reed, Inc., and Montano Securities Corporation. Leslie holds FINRA Series 7 and 66 registrations as well as the SIE exam. Leslie is a licensed insurance agent and has worked as a cashier for Hollywood Casino.
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.
Financial consulting services
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
AL
12/06/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
06/11/2014 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
OH
05/10/2013 - 02/11/2014
WADDELL & REED, INC. (CINCINNATI OH)
CA
03/20/1995 - 04/30/2013
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
09/07/1994 - 02/07/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
BOTH
Issued 03/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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