Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Kay Golden is an investment advisor representative and financial advisor with Ameriprise Financial Services, LLC. Leslie has been in the financial services industry since 1985 and has a broad range of experience in helping individuals and families achieve their financial goals. Leslie is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Texas. Ameriprise Financial Services, LLC is a leading provider of financial advice and wealth management solutions. The firm has a long history of serving clients with a wide range of financial needs. Leslie is committed to providing her clients with personalized financial 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.
Asset allocation services
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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2
TX
05/02/2014 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
TX
01/22/2004 - 05/06/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
11/27/1989 - 01/26/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
02/23/1989 - 04/04/1990
ROTAN MOSLE INC.
NJ
08/15/1986 - 03/04/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/29/1986 - 08/19/1986
LOWRY FINANCIAL SERVICES CORPORATION
NA
06/06/1985 - 05/30/1986
WESTENDARP, MCCRORY & CO.
IA
Issued 11/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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