Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Merritt is a financial professional with over 30 years of experience in the securities industry. Leslie has a strong background in both investment advising and brokerage services. Leslie is currently registered with Osaic Wealth, Inc. and is actively involved in providing financial planning, pension consulting, and educational seminars to individuals and businesses. Prior to joining Osaic Wealth, Inc., Leslie worked with FSC Securities Corporation for over 14 years. Leslie is dedicated to providing personalized financial guidance and strategies to help clients achieve their financial goals.
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
NC
11/03/2023 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
01/22/2009 - 11/03/2023
FSC SECURITIES CORPORATION (RALEIGH NC)
NC
08/07/1992 - 08/03/2007
FSC SECURITIES CORPORATION (ZEBULON NC)
IA
Issued 11/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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