Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Lamar Keng is a financial advisor registered with Cuso Financial Services, LP in San Antonio, TX. Leslie is a seasoned professional with over 20 years of experience in the industry. Leslie has worked with various firms including CETERA INVESTMENT SERVICES LLC, Mutual of Omaha Investor Services, Inc., USAA Financial Advisors, Inc., SunTrust Investment Services, Inc., PNC Investments, BB&T Investment Services, Inc., FISERV INVESTOR SERVICES, INC., Wachovia Securities, Inc., Wachovia Brokerage Service and Crestar Securities Corporation. Leslie has a wide range of experience in financial planning, portfolio management for businesses and individuals, selection of other advisors and pension consulting. Leslie is also a registered investment advisor with the state of Texas.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/11/2023 - Present
Cuso Financial Services, LP (San Antonio TX)
TX
09/07/2021 - 07/10/2023
CETERA INVESTMENT SERVICES LLC (SAN ANTONIO TX)
TX
09/19/2019 - 09/02/2021
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (AUSTIN TX)
TX
04/15/2014 - 05/10/2017
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
VA
10/05/2010 - 03/24/2014
SUNTRUST INVESTMENT SERVICES, INC. (ROANOKE VA)
VA
05/09/2008 - 09/17/2010
PNC INVESTMENTS (CHANTILLY VA)
VA
10/17/2003 - 04/30/2008
BB&T INVESTMENT SERVICES, INC. (RICHMOND VA)
TX
01/21/2003 - 10/06/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MO
06/15/2002 - 01/16/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
06/21/1999 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
VA
11/30/1998 - 06/24/1999
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BC
Issued 12/14/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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