Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Rion is an investment advisor representative with Meridian Wealth Management, LLC. Leslie has been in the financial services industry since 1987. Leslie has worked at various financial institutions and has a broad experience in the financial services industry. Meridian Wealth Management, LLC provides financial advice to individuals, high-net-worth individuals, corporations and charitable organizations.
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.
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
KY
04/03/2015 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
KY
03/15/2012 - 03/11/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEXINGTON KY)
KY
03/19/2004 - 01/10/2012
LEXINGTON INVESTMENT COMPANY, INC. (LEXINGTON KY)
TN
05/17/1994 - 03/25/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
04/25/1994 - 05/17/1994
MORGAN KEEGAN & COMPANY, INC.
KY
03/25/1987 - 04/29/1994
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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