Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Lois Mallman is an Investment Advisor Representative at Five Oceans Advisors. Leslie has been in the industry since 2006. Leslie is registered with the state of California and Texas. Leslie holds a Series 65 license. Leslie also holds the Certified Financial Planner designation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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CA
05/07/2024 - Present
Five Oceans Advisors (SANTA MONICA CA)
IA
Issued 08/09/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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