Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Andrew Leslie is an Investment Advisor Representative with LPL Financial LLC, a firm based in Fort Mill, South Carolina. Samuel has been in the financial industry since March 4, 1989, and has a wide range of experience with various firms. Samuel is registered in several states, including Mississippi, Texas, and Illinois. Samuel offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
04/16/2013 - Present
LPL Financial LLC (HATTIESBURG MS)
MS
01/14/2010 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (HATTIESBURG MS)
MS
02/28/2006 - 01/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (HATTIESBURG MS)
MS
04/29/1992 - 02/28/2006
TRUSTMARK SECURITIES, INC. (HATTIESBURG MS)
NA
01/07/1991 - 05/28/1991
DEPOSIT GUARANTY INVESTMENTS, INC.
MO
02/22/1988 - 08/29/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/25/1987 - 02/24/1988
BUCHANAN & CO., INC.
IA
Issued 12/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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