Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Oliversen is an investment advisor representative with Madison Investment Advisors, LLC. Leslie has been in the financial services industry for over 12 years. Leslie is registered with FINRA and the SEC and holds Series 6, 7, 63, 65, 24 and 99 licenses. Leslie has experience in providing financial planning and investment advice to individuals, businesses, and institutions. Leslie is a dedicated professional with a commitment to helping clients achieve their financial goals. Leslie is committed to providing clients with personalized investment advice and comprehensive financial planning.
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.
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.
Subadvisory portfolio management in wrap sponsor programs and models
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
WI
02/23/2017 - Present
Madison Investment Advisors, LLC (MADISON WI)
IA
Issued 02/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2024
Series 99TO - Operations Professional Examination
BC
Issued 02/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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