Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman St aubyn Leslie has over 30 years of experience in the financial services industry. Leslie is currently registered as an investment advisor representative with MML Investors Services, LLC. Leslie has previously been associated with a number of other firms, including MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, and CHATFIELD DEAN & CO., INC. Leslie holds the Series 63, Series 65, Series 7, and SIE licenses. Leslie's areas of expertise include financial planning, pension consulting, and portfolio management. Leslie also works as an independent insurance agent, selling a variety of insurance products.
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 programs
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.
Solicitors fees
1
2
CT
06/07/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
11/01/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
11/01/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
CO
03/19/1993 - 08/17/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 04/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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