Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie R Schilp is an investment advisor representative at Raymond James & Associates, Inc. in St. Petersburg, Florida. Leslie has been in the securities industry since 2004. Leslie is registered with FINRA as a Registered Representative and holds Series 6, 7, 63 and 65 licenses. Leslie previously worked at Charles Schwab & Co., Inc. in Orlando, Florida, and First Command Financial Planning, Inc. in Fort Worth, Texas. Leslie specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
03/29/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
03/18/2015 - 04/24/2017
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
TX
06/08/2004 - 02/10/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
NJ
04/15/2003 - 10/29/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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