Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Streitfeld is a financial advisor at Equitable Advisors, LLC, and is based in Cherry Hill, NJ. Leslie has been in the financial services industry since May 1992, working with various firms. Leslie has Series 6, 7, 9 and 66 securities licenses as well as insurance licenses. Leslie's expertise covers a broad range of financial services, including retirement planning, investment management, and college savings. Leslie's focus is on helping clients achieve 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.
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.
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NJ
02/28/2014 - Present
Equitable Advisors, LLC (CHERRY HILL NJ)
NY
03/22/2005 - 10/03/2013
PARK AVENUE SECURITIES LLC (NEW YORK NY)
WI
03/23/1999 - 03/04/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/22/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
11/11/1997 - 03/23/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
06/17/1996 - 10/17/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
02/21/1995 - 12/06/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
07/02/1991 - 11/11/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/02/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 02/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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