Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Wilkonson is an investment advisor representative with LPL Financial LLC in Greenwood Village, Colorado. Leslie has been in the industry since May 1990 and has worked with a number of firms throughout her career. She holds a Series 7, Series 24, Series 63 and Series 66 license, as well as a SIE license. Leslie's previous experience includes working for firms such as Dain Bosworth Incorporated, Everen Securities, Inc., and Prudential-Bache Securities Inc. In addition to her advisory role at LPL Financial LLC, Leslie also holds a Notary Public commission. She is a Registered Investment Advisor in Colorado and California. Leslie is dedicated to providing her clients with personalized financial advice and guidance.
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.
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2
CO
07/18/2007 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
WI
07/14/1998 - 04/08/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
03/21/1998 - 10/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1998 - 10/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/05/1997 - 01/22/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/05/1997 - 01/22/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/09/1996 - 10/13/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
04/12/1995 - 01/01/1996
DAIN BOSWORTH INCORPORATED
MO
06/13/1991 - 04/19/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
03/20/1991 - 05/01/1991
GENESIS MERCHANT GROUP SECURITIES L.P. (NEW YORK NY)
NY
01/20/1988 - 11/30/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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