Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Ourso Die is a financial advisor with Edward Jones, based in Round Rock, TX. Leslie has been in the financial services industry since 2004. Leslie holds licenses for both securities and investment advisory services in Texas. Leslie also holds licenses in Arkansas, California, Colorado, Florida, Kansas, Louisiana, Missouri, Tennessee, and Texas. Leslie has previously worked for ING Financial Partners, Inc. in Baton Rouge, LA and Edward Jones in St. Louis, MO.
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.
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.
See schedule d - miscellaneous
1
2
TX
10/05/2018 - Present
Edward Jones (Round Rock TX)
LA
03/03/2006 - 07/10/2006
ING FINANCIAL PARTNERS, INC. (BATON ROUGE LA)
MO
09/08/2004 - 06/10/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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