Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Quick III is a financial advisor with over 40 years of experience in the industry. Leslie is currently registered with Simon Quick Advisors, LLC in Morristown, New Jersey. Leslie has also worked for several other firms, including Fleet Securities, Inc. and Quick & Reilly, Inc. Leslie is a Registered Options Principal and a General Securities Principal. Leslie also holds the Series 3 and Series 41 licenses. Leslie's specializations include financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
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.
Third party managed asset program
1
2
NJ
04/08/2013 - Present
Simon Quick Advisors, LLC (MORRISTOWN NJ)
TX
04/24/1980 - 08/10/2004
FLEET SECURITIES, INC. (DALLAS TX)
NY
12/03/1982 - 02/10/2003
QUICK & REILLY, INC. (NEW YORK NY)
MA
06/27/2000 - 10/25/2002
FIS SECURITIES, INC. (BOSTON MA)
NY
06/27/2000 - 12/06/2001
FLEET ENTERPRISES, INC. (NEW YORK NY)
MA
06/27/2000 - 04/30/2001
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MA
06/16/2000 - 06/26/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MA
06/16/2000 - 06/26/2000
FIS SECURITIES, INC. (BOSTON MA)
NY
06/16/2000 - 06/26/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
BC
Issued 05/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1985
Series 4 - Registered Options Principal Examination
BC
Issued 03/23/1983
Series 24 - General Securities Principal Examination
BC
Issued 02/08/1984
Series 3 - National Commodity Futures Examination
BC
Issued 04/24/1980
Series 41 - NYSE Allied Member Examination
Active
Inactive
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