Unclaimed
Leslie Michelle Hetager is a registered investment advisor representative with Truist Advisory Services, Inc. Leslie has been working in the financial services industry since 2000. Leslie has been registered with Truist Advisory Services, Inc. since February 2021. Previously Leslie was employed with BB&T Securities, LLC and BB&T Investment Services, Inc. Leslie holds the Series 6, 7, 63, and 65 licenses, and the SIE exam. Leslie's professional designations include Registered Representative, Investment Advisor Representative. Leslie specializes in providing financial planning and investment advisory services to individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
GA
02/17/2021 - Present
Truist Advisory Services, Inc. (SAVANNAH GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
04/04/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SAVANNAH GA)
NC
03/23/2004 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
02/22/2001 - 06/03/2002
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
05/19/2000 - 02/13/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/19/2000 - 02/13/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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