Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Garrett is a financial advisor with Level Four Advisory Services, based in St. Cloud, Florida. Leslie has been in the financial industry since January 1995. Leslie is registered with the state of Florida and has a Series 7, Series 9, Series 10, and Series 63 license. Leslie also holds the SIE designation. Garrett Wealth Management LLC, the dba for Leslie's investments, is also located in St. Cloud, Florida. Leslie has previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and EDWARD JONES.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
FL
12/21/2021 - Present
Level Four Advisory Services (St. Cloud FL)
FL
10/08/2003 - 10/02/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. CLOUD FL)
MO
01/20/1995 - 10/13/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 01/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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