Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Schroeder is a registered investment advisor representative in Nebraska. Leslie works with individuals, high net worth individuals, and corporations or other businesses. Leslie Schroeder has over 12 years of experience in the financial services industry. Leslie is currently registered with CWM, LLC. Leslie Schroeder was previously registered with LPL FINANCIAL LLC. Leslie Schroeder has passed the Series 66, Series 7 and SIE exams.
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.
Sub-advisory services for other investment advisory firms
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 from other investment advisors
1
2
NE
11/01/2023 - Present
CWM, LLC (Hastings NE)
NE
09/15/2011 - 01/11/2017
LPL FINANCIAL LLC (HASTINGS NE)
BOTH
Issued 10/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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