Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Greenman is an investment advisor representative with Osaic Wealth, Inc. Leslie has been in the financial industry since 2010 and holds Series 66, SIE and Series 7 licenses. Leslie is registered to offer investment advice in 19 states and has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Leslie also has experience working with insurance companies and banking or thrift institutions. Leslie specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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MO
01/19/2024 - Present
Osaic Wealth, Inc. (SAINT LOUIS MO)
MO
01/04/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAINT LOUIS MO)
MO
10/23/2015 - 12/31/2020
CUTTER & COMPANY, INC. (ST. LOUIS MO)
MO
11/01/2011 - 09/18/2015
EDWARD JONES (LADUE MO)
NC
05/21/2008 - 12/31/2009
MML INVESTORS SERVICES, INC. (CARY NC)
NC
02/26/2008 - 04/16/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (CARY NC)
BOTH
Issued 04/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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