Unclaimed
Leslie Bourgeois-truss is a financial professional with over 29 years of experience in the industry. Leslie is currently registered with State Farm VP Management Corp. Leslie has a strong background in the financial services industry, having previously worked at AMERICAN CAPITAL MARKETING, INC. and ADVANTAGE CAPITAL CORPORATION. Leslie is licensed to sell securities in Louisiana and Texas. Leslie is committed 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.
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.
1
2
TX
05/14/1998 - Present
State Farm VP Management Corp. (Conroe TX)
NA
02/27/1990 - 06/13/1991
AMERICAN CAPITAL MARKETING, INC.
GA
06/03/1986 - 02/10/1990
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 10/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Leslie Bourgeois-truss is the right advisor for you? Invested Better is here to help.