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Leslie Katherine Tovar rosado is a financial advisor with Alpha Financial Advisors, LLC in McLean, Virginia. Leslie Katherine has been in the financial services industry since 2014 and has a Series 65 license. Alpha Financial Advisors, LLC has a team of experienced financial professionals who provide a range of services to individuals and families. The firm specializes in financial planning, portfolio management for individuals, and personalized investment solutions. Leslie Katherine and her team at Alpha Financial Advisors, LLC are committed to helping clients achieve their financial goals.
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.
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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VA
10/13/2021 - Present
Alpha Financial Advisors, LLC (MCLEAN VA)
IA
Issued 08/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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