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 a financial advisor with Cetera Investment Advisers LLC, based in Shrewsbury, NJ. Leslie has over 8 years of experience in the financial industry, working with clients on financial planning, investment management, and other financial services. She has a strong background in working with individuals, families, and businesses. Leslie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. She holds the Series 7, Series 66, and SIE licenses.
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 8/4/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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