Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Lamotte is an investment advisor representative who has been in the industry since 2000. Leslie is currently registered with Prospera Financial Services, Inc. and has previous experience with LPL FINANCIAL LLC and EK RILEY INVESTMENTS, LLC. Leslie has a wide range of experience in the industry, including working with individuals, businesses, and trusts. Leslie has a strong understanding of financial planning, investment management, and retirement planning. Leslie is committed to helping clients reach 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.
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.
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.
Percentage of assets under review
1
2
OR
04/13/2021 - Present
Prospera Financial Services, Inc. (Bend OR)
OR
10/01/2020 - 04/22/2021
LPL FINANCIAL LLC (BEND OR)
OR
07/18/2005 - 11/06/2020
EK RILEY INVESTMENTS, LLC (Bend OR)
CA
05/17/2004 - 07/19/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
WA
01/18/2000 - 05/17/2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
IA
Issued 07/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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