Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Boyce is a registered investment advisor representative with Lombard Advisers Inc., with over 24 years of experience in the financial services industry. Leslie is a licensed investment advisor in West Virginia and holds a Series 7, Series 24, Series 63 and Series 65 licenses. Leslie's previous experience includes roles with The Huntington Investment Company, Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Leslie specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Leslie has a strong track record of success in helping clients achieve their financial goals.
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.
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
MD
12/04/2024 - Present
Lombard Advisers Inc. (BALTIMORE MD)
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 05/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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