Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Morgan Solmonson is a financial advisor at Fidelity Personal AND Workplace Advisors, with over 28 years of experience in the financial services industry. Leslie is registered with FINRA and the states of Connecticut, New York and Texas. Leslie has experience in various aspects of financial advisory services, including portfolio management for individuals and businesses, financial planning, selection of other advisors, and educational seminars.
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.
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.
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2
NY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
06/23/2010 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
12/01/2003 - 02/02/2010
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
02/26/1993 - 12/15/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 04/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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