Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie L Morris is a registered investment advisor representative at Cambridge Investment Research Advisors, Inc. Leslie is a seasoned professional with over 20 years of experience in the financial industry. Leslie holds a Series 6, 7, 63 and 66 licenses and has extensive experience in providing financial advice to individuals and businesses. Leslie is also a licensed insurance agent and a partner at CoreNorth Capital Planning LLC. Leslie is passionate about helping clients achieve their financial goals and believes that education and transparency are essential to building long-term relationships with clients. Leslie is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
KS
10/01/2002 - 10/05/2015
LPL FINANCIAL LLC (WICHITA KS)
NY
05/12/2000 - 10/01/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 02/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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