Unclaimed
Leslie Vandiviere Callahan is a financial advisor with Ameriprise Financial Services, LLC, and has been in the industry since 2003. Leslie has been registered with Ameriprise Financial Services, LLC since 2011 and has offices in Plymouth Meeting, Pennsylvania. Leslie is registered to provide investment advice in New Jersey and Pennsylvania. Leslie has Series 66, Series 7 and SIE licenses and is also licensed to provide investment advice in Pennsylvania. Leslie has experience providing financial advice to a variety of clients, including individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation services
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.
1
2
PA
08/29/2011 - Present
Ameriprise Financial Services, LLC (PLYMOUTH MEETING PA)
MN
05/16/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/14/2003 - 03/23/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/14/2003 - 03/23/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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