Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Beier is a financial advisor with Stifel, Nicolaus & Company, Inc., with over 28 years of experience in the financial services industry. Leslie has a deep understanding of the financial markets and a proven track record of helping clients achieve their financial goals. Previously, Leslie has been employed by Raymond James & Associates, Inc. and UBS Financial Services Inc. Leslie holds a Series 7 and Series 63 license. Leslie's firm is a well-established, full-service brokerage and investment banking firm with a strong reputation for providing high-quality financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
03/09/2021 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHFIELD MI)
MI
09/13/2018 - 10/08/2020
RAYMOND JAMES & ASSOCIATES, INC. (BLOOMFIELD HILLS MI)
MI
10/07/1993 - 12/08/2017
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
NY
08/28/1992 - 10/13/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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