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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Squires Rojas has been an active investment advisor representative since 2011. Previously, Leslie Squires Rojas worked as a registered representative at Nations Financial Group, Inc. and Charles Schwab & Co., Inc. Leslie Squires Rojas currently works at Gill Capital Partners, LLC. Leslie Squires Rojas is registered with the state of Colorado and California. Leslie Squires Rojas specializes in portfolio management for businesses and individuals, as well as financial planning. Leslie Squires Rojas also provides pension consulting and educational seminars.
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.
1
2
CO
01/04/2011 - Present
Gill Capital Partners, LLC (DENVER CO)
CO
06/16/2005 - 09/16/2009
NATIONS FINANCIAL GROUP, INC. (DENVER CO)
TX
03/25/2000 - 06/13/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/29/2014
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/27/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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