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Corient | CFP ® (Certifications)

location

ITASCA, IL

0 Disclosures

ADVISOR BIO

Leslie Kate Girote is an Investment Advisor Representative at Corient, located in Chicago, Illinois. Leslie has been working in the financial services industry since 2015 and is registered with the state of Illinois. Leslie is a Certified Financial Planner and holds the Series 65 license. Leslie's specializations include providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Integrated Advisors Network LLC

location

Larkspur, CA

0 Disclosures

ADVISOR BIO

Leslie Hull Miller is a financial advisor who has been in the industry since 2006. Leslie has a Series 7 and Series 63 license. Leslie is currently registered with Integrated Advisors Network LLC. Prior to working at Integrated Advisors Network LLC, Leslie worked at MORGAN STANLEY. Leslie provides financial planning and portfolio management services to individuals, businesses and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Morgan Stanley Investment Management Inc.

location

CHICAGO, IL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Aldendifer Delany is a registered investment advisor representative with Morgan Stanley Investment Management Inc. Leslie has been in the industry since 2007 and has a wide range of experience. Leslie specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Leslie is registered to provide investment advice in 41 states.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

NEW YORK, NY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Collins is a registered representative with Stifel, Nicolaus & Company, Inc. Leslie has been in the securities industry since 2014. Leslie has experience working with high net worth individuals, corporations, and institutions. Leslie's areas of expertise include financial planning, portfolio management, and investment advisory services. Leslie is currently registered in Alabama, California, District of Columbia, Florida, Georgia, Missouri, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Ann Sanchez is a financial professional with experience in the industry since October 20, 2016. Leslie is currently registered with Robert W. Baird & Co. Inc. and has held the Series 99 and SIE licenses since October 21, 2016 and October 1, 2018 respectively. Leslie's professional focus includes several areas including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Aegis Capital Corp.

location

NEW YORK, NY

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Leslie Gosule is a financial advisor registered with Aegis Capital Corp. and has been in the financial industry since May 22, 2000. Leslie specializes in offering portfolio management, financial planning and portfolio management for businesses and individuals. Leslie is registered with the state of Massachusetts as an Investment Advisor Representative (IAR). They also have a Series 6, 7, 22, and 63 licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Louisville, KY

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Leslie Madden has been active in the financial services industry since April 1999. Leslie is currently a registered representative of Robert W. Baird & Co. Inc.. Leslie holds Series 66, Series 7 and SIE licenses, as well as state licenses for the practice of securities and investment advisory services in 33 states. Before joining Robert W. Baird & Co. Inc., Leslie was a registered representative of J.J.B. HILLIARD, W.L. LYONS, LLC in Louisville, Kentucky.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Beacon Pointe Advisors, LLC | CFA ® (Certifications)

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Leslie Jocelyne Reynoso is a financial advisor with Beacon Pointe Advisors, LLC, a firm that manages over $31 billion in assets for individual and institutional clients. Leslie is registered with the state of Texas as an Investment Advisor Representative. Leslie is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management, and pension consulting services. Before joining Beacon Pointe Advisors, Leslie worked for Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, LTD.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Boston, MA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Cheek is a financial advisor at Robert W. Baird & Co. Inc., a firm with approximately $287 billion in assets under management. Leslie has been in the industry since 1995 and is registered in Illinois and Massachusetts. Leslie specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Leslie is also a registered representative with Series 7, Series 24, SIE, and Series 79TO licenses. Prior to joining Robert W. Baird & Co. Inc., Leslie worked at SunTrust Capital Markets, Inc., The Robinson-Humphrey Company, LLC, and Tucker Anthony Cleary Gull.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

NEW YORK, NY

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Leslie Quick is a registered representative with Stifel, Nicolaus & Company, Inc. Leslie has been in the financial services industry since 2006. Leslie has experience at Barclays Capital Inc., Lehman Brothers Inc. and Labranche & Co. LLC. Leslie has a Series 3, 7 and 66 license and is registered in multiple states. Leslie provides financial planning, pension consulting, educational seminars and other advisory services for individuals, businesses and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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