Unclaimed
Leslie Lyle Pincombe is an Investment Advisor Representative. Leslie has been in the industry for over 20 years. Leslie is currently registered with United Advisors America in Prosper, TX and Pleasant Prairie, WI. Leslie has a series 6, 7, 63, and 65 license and is also a licensed insurance agent for Alliance America Corporation. Leslie has worked with over 1678 clients, including over 60 high-net-worth individuals. Leslie specializes in portfolio management for individuals, financial planning, and pension consulting. Leslie has worked with Fifth Third Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LifeUSA Securities, Inc., USLIFE Equity Sales Corp., and First American National Securities, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/27/2021 - Present
United Advisors America (PROSPER TX)
IL
06/04/2009 - 06/29/2015
FIFTH THIRD SECURITIES, INC. (ST. CHARLES IL)
IL
12/21/2000 - 05/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKFORD IL)
MN
07/10/2000 - 12/19/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
NA
03/07/1991 - 07/09/1993
USLIFE EQUITY SALES CORP.
NA
10/25/1985 - 01/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 10/28/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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