Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Kassandra Ortiz-quiroz is a financial advisor with over 2 years of experience in the industry. Leslie is a registered representative with Wealth Enhancement Advisory Services, LLC and has been active with this firm since November 2021. Leslie is also registered as an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC in North Carolina and South Carolina. Leslie has a CFP designation and holds Series 7, 66 and SIE licenses. Prior to joining Wealth Enhancement Advisory Services, LLC, Leslie worked with Cetera Advisor Networks LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
SC
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (Rock Hill SC)
SC
08/07/2019 - 12/01/2021
CETERA ADVISOR NETWORKS LLC (ROCK HILL SC)
BOTH
Issued 12/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Leslie Ortiz-quiroz is the right advisor for you? Invested Better is here to help.
