Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Shenkler is a financial advisor with LPL Financial LLC. Leslie has been in the financial services industry since 1999. Leslie is registered with the state of New Jersey and Texas. Leslie holds Series 7, 63, 65, 9 and 10 licenses. Leslie is a Certified Financial Planner.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
03/23/2022 - Present
LPL Financial LLC (PRINCETON NJ)
NJ
11/16/2012 - 04/08/2022
UBS FINANCIAL SERVICES INC. (PRINCETON NJ)
NJ
07/05/2006 - 11/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST BRUNSWICK NJ)
NJ
01/04/1999 - 07/13/2006
CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)
IA
Issued 01/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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