Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Marvin Boyce is an investment advisor representative with Cetera Investment Advisers LLC. Leslie Boyce has been in the financial services industry since 1999. Leslie Boyce is registered with the state of West Virginia as an investment advisor representative and as a broker. Leslie Boyce is also registered with the Financial Industry Regulatory Authority (FINRA). The Huntington Investment Company, Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and First Union Capital Markets Corp. are among the firms with which Leslie Boyce has previously worked. Leslie Boyce is a Series 24, Series 63, Series 65, and Series 7 licensee.
BRIDGEPORT, WV
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WV
03/21/2024 - Present
Cetera Investment Advisers LLC (BRIDGEPORT WV)
WV
03/16/2009 - 10/17/2014
THE HUNTINGTON INVESTMENT COMPANY (MORGANTOWN WV)
WV
04/02/2007 - 10/05/2007
MORGAN STANLEY & CO., INCORPORATED (BRIDGEPORT WV)
WV
09/15/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BRIDGEPORT WV)
WV
07/06/2005 - 09/19/2006
CHASE INVESTMENT SERVICES CORP. (BUCKHANNON WV)
IL
05/21/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
05/24/1999 - 05/14/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
04/08/1998 - 05/21/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 5/5/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/7/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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