Unclaimed
Leslie Erin Jurado is a financial advisor with over 11 years of experience in the financial services industry. Leslie has worked with several firms, including Wells Fargo Clearing Services, LLC, Morgan Stanley, and LPL Financial LLC. Leslie is currently registered with LPL Financial LLC in the following states: Arizona, California, Delaware, District of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, Washington, and West Virginia.
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.
1
2
MD
07/18/2024 - Present
LPL Financial LLC (LINTHICUM MD)
MD
06/03/2019 - 01/05/2021
MORGAN STANLEY (FREDERICK MD)
MD
12/24/2011 - 05/15/2019
WELLS FARGO CLEARING SERVICES, LLC (GAITHERSBURG MD)
BOTH
Issued 10/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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