Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Hollingsworth is a financial advisor with over 15 years of experience in the industry. Leslie is currently registered as an Investment Advisor Representative with Gradient Advisors, LLC in Alabama. Leslie has previously worked with several other firms in Alabama, including INNOVATION PARTNERS LLC, SAGEPOINT FINANCIAL, INC., and HORNOR, TOWNSEND & KENT, INC. Leslie holds Series 6, Series 63, and Series 65 licenses and has a proven track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Leslie also holds a license to sell insurance products and offers a range of financial planning services, including retirement planning, investment management, and insurance.
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.
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.
Referral fees
1
2
MN
12/12/2022 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
AL
03/08/2022 - 12/13/2022
INNOVATION PARTNERS LLC (Huntsville AL)
AL
03/31/2020 - 06/29/2021
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM AL)
AL
03/13/2018 - 11/27/2018
HORNOR, TOWNSEND & KENT, INC. (BIRMINGHAM AL)
IA
Issued 09/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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