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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 Wicker is an experienced financial advisor with over 20 years of experience in the industry. Currently, Leslie Wicker is registered with Morgan Stanley in Atlanta, GA and is also registered in Texas as an investment advisor representative. Leslie Wicker has a strong track record of success in providing financial advice and investment management services to a diverse range of clients, including individuals, families, and businesses. Prior to joining Morgan Stanley, Leslie Wicker was employed at Morgan Stanley DW Inc. and Morgan Stanley Dean Witter Online Inc.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
03/19/2020 - Present
Morgan Stanley (Atlanta GA)
UT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)
UT
11/01/2000 - 04/02/2007
MORGAN STANLEY DW INC. (WEST VALLEY UT)
CA
02/23/2000 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
IA
Issued 09/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2017
Series 3 - National Commodity Futures Examination
BC
Issued 09/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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