Leslie M. Krajnak
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Leslie Marie Krajnak, who also goes by Leslie M Boka, Leslie M Krajnak, Leslie M. Krajnak, Leslie Krajnak, was a registered financial professional .
Leslie is a previously registered financial professional and started their career in finance in 1999. Leslie had worked at 11 firms and has passed the Series 65, Series 63, Series 66, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 13, 2024 - October 23, 2025
PALANTE WEALTH ADVISORS, LLC
April 11, 2024 - May 1, 2024
CORECAP ADVISORS
April 11, 2024 - May 1, 2024
CORECAP INVESTMENTS, LLC
January 2, 2024 - April 10, 2024
EAGLE STRATEGIES LLC
January 20, 2023 - April 10, 2024
NYLIFE SECURITIES LLC
September 29, 2006 - October 31, 2007
BLACKROCK INVESTMENT MANAGEMENT, LLC
September 29, 2006 - October 31, 2007
BLACKROCK INVESTMENTS, LLC
February 11, 2005 - September 29, 2006
MERRILL LYNCH INVESTMENT MANAGERS LP
February 11, 2005 - September 29, 2006
FAM DISTRIBUTORS, INC.
December 3, 2004 - February 23, 2005
THE CONCORD EQUITY GROUP, LLC
December 3, 2004 - February 23, 2005
THE CONCORD EQUITY GROUP, LLC
July 3, 2003 - July 6, 2004
UBS FINANCIAL SERVICES INC.
July 3, 2003 - July 6, 2004
UBS FINANCIAL SERVICES INC.
April 5, 2002 - June 27, 2003
UBS FINANCIAL SERVICES INC.
September 1, 1999 - June 27, 2003
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 1/20/2023
General Securities Representative ExaminationCurrent Firm
PALANTE WEALTH ADVISORS, LLC
CRD#: 175298 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 86,189,256 |
Red Flags
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