Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Cannon is a financial advisor with over 17 years of experience in the financial services industry. Leslie is a Certified Financial Planner™ professional and currently works with Cresset Asset Management, LLC in Chicago, Illinois. Leslie has held previous positions with J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Credit Suisse Securities (USA) LLC. Leslie has licenses in Illinois and Texas.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
05/21/2024 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IL
10/04/2017 - 05/27/2021
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
10/08/2015 - 09/15/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
06/22/2015 - 11/03/2015
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
MN
02/09/2011 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (DULUTH MN)
IL
06/08/2005 - 08/11/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
NJ
06/27/2003 - 10/30/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/06/2001 - 06/12/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 06/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Leslie Cannon is the right advisor for you? Invested Better is here to help.
