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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 Waddell Merritt is an active investment advisor representative with Osaic Wealth, INC.. Leslie has been in the securities industry since January 25, 1994 and has a current Series 7, Series 6, Series 63 and Series 65 licenses. Leslie Merritt is also registered with FINRA and is a member of the North Carolina Securities Division. Leslie Merritt has worked for FSC Securities Corporation since January 22, 2009 and previously for FSC Securities Corporation from August 7, 1992 to August 3, 2007. Leslie Merritt has a vast array of professional experiences including being a managing partner of C&L Family Limited Partnership, president of Leslie Merritt, Inc., and President of Ruby Byrd Heirs Investments, LTD, and a member manager of LCDB, LLC. Leslie Merritt's background includes serving as a CPA and providing tax consulting, preparation, and accounting services.
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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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 11/5/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/6/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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