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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 Barry is an investment advisor representative at Fidelity Personal And Workplace Advisors in WESTLAKE, TX. Leslie has been working in the financial services industry since 2021. Leslie has a strong background in the financial services industry and holds Series 7TO, Series 63, and Series 65 licenses. Leslie also has experience working with clients in the areas of financial planning, portfolio management, and education. Leslie's prior experience includes working at PURSHE KAPLAN STERLING INVESTMENTS. Leslie is a valuable resource for clients seeking guidance on their financial journey.
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.
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
TX
04/22/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
02/01/2021 - 11/03/2023
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
IA
Issued 09/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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