Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Dyke Stewart is a financial advisor who has been working in the industry since 2005. Leslie is currently registered with LPL Financial LLC, and has been registered with the firm since 2019. Before joining LPL Financial LLC, Leslie was registered with SAGEPOINT FINANCIAL, INC. and WFG INVESTMENTS, INC. Leslie has experience in providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Leslie also offers a range of financial planning services, including investment advice, retirement planning, and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
09/17/2019 - Present
LPL Financial LLC (HICKORY NC)
NC
08/26/2013 - 09/19/2019
SAGEPOINT FINANCIAL, INC. (HICKORY NC)
NC
08/14/2007 - 08/23/2013
WFG INVESTMENTS, INC. (HICKORY NC)
NC
03/17/2006 - 08/21/2007
A. G. EDWARDS & SONS, INC. (HICKORY NC)
NJ
02/04/2005 - 03/29/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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