Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Persin is a financial advisor who is currently registered with Trustmont Financial Group, Inc. Leslie has been in the financial services industry since February 21, 2000. Previously, Leslie was associated with Capital Financial Services, Inc., Concorde Investment Services, LLC, GLP Investment Services, LLC, Sigma Financial Corporation, H&R Block Financial Advisors, Inc., Raymond James & Associates, Inc., and Roney & Co..
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.
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MI
08/27/2019 - Present
Trustmont Financial Group, Inc. (SYLVAN LAKE MI)
MI
02/14/2017 - 07/31/2019
CAPITAL FINANCIAL SERVICES, INC. (Sylvan Lake MI)
MI
11/09/2011 - 12/31/2016
CONCORDE INVESTMENT SERVICES, LLC (SYLVAN LAKE MI)
MI
03/23/2006 - 08/25/2011
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
MI
02/10/2003 - 12/31/2005
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MI
03/14/2002 - 01/30/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
FL
03/18/1999 - 11/28/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
03/18/1999 - 09/25/1999
RONEY & CO. (DETROIT MI)
BC
Issued 03/24/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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