Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Curran is an active financial advisor with Cetera Investment Advisers LLC. She is licensed to provide investment advice in New Jersey and Massachusetts. Leslie Curran has been working in the financial services industry since 2014. She has experience with various firms including Newbridge Securities Corporation and Regal Securities, Inc. In addition to her role as an advisor, Leslie Curran is also an insurance agent and a member of the business networking group, BNI. Leslie Curran has a strong understanding of the financial services industry and is committed to providing her clients with personalized advice and guidance.
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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NJ
02/02/2024 - Present
Cetera Investment Advisers LLC (Shrewsbury NJ)
NJ
10/01/2021 - 02/02/2024
NEWBRIDGE SECURITIES CORPORATION (SEA GIRT NJ)
NJ
01/27/2021 - 10/08/2021
LPL FINANCIAL LLC (SEA GIRT NJ)
IL
03/12/2018 - 03/02/2021
REGAL SECURITIES, INC. (GLENVIEW IL)
NJ
11/12/2015 - 03/06/2018
BUCKMAN, BUCKMAN & REID, INC. (little silver NJ)
NJ
06/11/2014 - 09/15/2014
EDWARD JONES (FAIR HAVEN NJ)
BOTH
Issued 08/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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