Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Burton is a financial advisor with over 20 years of experience in the financial services industry. Leslie is currently registered with Private Client Services, LLC and has been with the firm since June 2021. Previously Leslie was affiliated with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Leslie's expertise includes financial planning, portfolio management, and educational seminars.
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.
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.
1
2
CO
11/17/2023 - Present
Private Client Services, LLC (Monument CO)
FL
11/19/2018 - 11/07/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
11/19/2018 - 11/07/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
WI
12/11/2001 - 04/26/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
08/14/2000 - 04/24/2018
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 11/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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