Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie M. Wojcik is an investment advisor representative at LPL Financial LLC. Leslie has been in the financial services industry since 2012. Leslie is registered with the state of Pennsylvania and has a Series 7, Series 63, Series 65 and SIE licenses. Leslie is currently located in Clymer, Pennsylvania, and was previously registered with LPL Financial LLC in Palm Coast, Florida. Leslie has a variety of experience working for Ashford Investment Advisors, Alliance Financial Partners, Keyes, Stange & Wooten Wealth Management, LLC, and LPL Financial LLC. Leslie has expertise in consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisers. Leslie is also qualified to offer portfolio management services for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
04/07/2022 - Present
LPL Financial LLC (CLYMER PA)
FL
06/28/2018 - 06/21/2021
LPL FINANCIAL LLC (PALM COAST FL)
BC
Issued 08/18/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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