Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Dinga Morse is a financial advisor with Cary Street Partners. Leslie has been in the industry since 1997 and holds a Series 63, Series 65, and Series 66. Leslie has previously worked at Allen, Mooney & Barnes Brokerage Services, LLC, LPL Financial Corporation, IFMG Securities, Inc., and SunTrust Investment Services, Inc. Cary Street Partners is a registered investment advisor firm with a total of 6977336124 in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Revenue sharing with certain third parties
1
2
NC
08/04/2021 - Present
Cary Street Partners (CHARLOTTE NC)
FL
05/18/2009 - 08/20/2014
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC (TALLAHASSEE FL)
FL
03/04/2008 - 09/22/2008
LPL FINANCIAL CORPORATION (CAPE CORAL FL)
FL
06/21/2005 - 03/04/2008
IFMG SECURITIES, INC. (DELRAY BEACH FL)
GA
12/06/1996 - 06/16/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 08/02/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2005
Series 4 - Registered Options Principal Examination
BC
Issued 02/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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