Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Edgcomb is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fairport, NY. Leslie has been in the financial services industry since 1980 and has a wide range of experience. Leslie specializes in providing financial advice to individuals, families, and businesses. Raymond James Financial Services Advisors, Inc. is a full-service financial services firm that provides a wide range of financial products and services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
11/20/2023 - Present
Raymond James Financial Services Advisors, Inc. (Fairport NY)
NY
10/10/2008 - 10/30/2021
RBC CAPITAL MARKETS, LLC (ROCHESTER NY)
NY
01/01/2008 - 10/15/2008
WACHOVIA SECURITIES, LLC (PITTSFORD NY)
NY
03/01/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSFORD NY)
NY
06/30/1982 - 03/10/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/30/1982 - 06/09/1982
OTC NET INCORPORATED
NA
11/24/1980 - 04/01/1982
AMERICAN WESTERN SECURITIES, INC.
BOTH
Issued 08/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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