Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Travis McIntosh is a registered representative of Raymond James & Associates, Inc. Leslie has been in the industry since April 2001 and previously worked at Truist Investment Services, Inc., BB&T Securities, LLC and Scott & Stringfellow, LLC. Leslie's office is located at 6 Law Range in Sumter, South Carolina. Leslie holds Series 7, 9, 10, 66 and SIE securities licenses. In addition to Raymond James, Leslie is also affiliated with CortDawWalk, LLC which owns rental office space in Sumter, South Carolina and T Mac 1, LLC which leases the office space from CortDawWalk.
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
SC
09/10/2021 - Present
Raymond James & Associates, Inc. (Sumter SC)
SC
02/17/2021 - 09/14/2021
TRUIST INVESTMENT SERVICES, INC. (SUMTER SC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
03/16/2006 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (SUMTER SC)
MO
02/14/2001 - 06/23/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities 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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