Unclaimed
Leslie Ferrone is an investment advisor representative registered with Sowell Management. Leslie has over 30 years of experience in the financial services industry. Leslie has a strong background in wealth management and has been providing financial advice to individuals, families, and businesses for many years. Leslie is committed to providing personalized financial advice and 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.
Helps you choose top advisors aligned with your financial goals.
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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2
GA
09/21/2016 - Present
Sowell Management (Watkinsville GA)
CA
04/11/2014 - 12/12/2014
DINOSAUR SECURITIES, L.L.C. (san jose CA)
IL
11/15/1995 - 05/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
TN
04/16/1993 - 09/22/1995
IBAA SECURITIES CORPORATION (MEMPHIS TN)
TN
04/13/1992 - 09/22/1995
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
IL
04/09/1991 - 04/21/1992
DATRONIC SECURITIES CORPORATION (OAK BROOK IL)
AZ
06/26/1990 - 04/25/1991
A.S.A. INVESTMENT COMPANY (TUCSON AZ)
NY
01/04/1988 - 05/23/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/09/1987 - 02/04/1988
BILLINGS EQUITIES, INC.
IA
Issued 11/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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