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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Laverne Wyatt is a registered investment advisor with Transamerica Retirement Advisors, LLC, based in Lutz, Florida. Leslie has been in the financial services industry since December 6, 2000. Leslie holds the Series 6, Series 63, and Series 26 licenses, as well as the SIE exam. Leslie has been registered with the state of Florida since December 11, 2007. Previously, Leslie was a registered representative with Intersecurities, Inc. and Transamerica Financial Advisors, Inc. Leslie specializes in providing financial planning, portfolio management, and pension consulting services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
07/11/2017 - Present
Transamerica Retirement Advisors, LLC (Lutz FL)
FL
03/16/2007 - 07/09/2007
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
09/28/2004 - 11/09/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
07/19/2000 - 07/21/2004
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
CA
01/02/2000 - 07/21/2004
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IA
Issued 06/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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