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LS

Leslie A. Schroeder

FORESIDE FINANCIAL SERVICES
Columbus, OH 43215
Some features on this profile are disabled
CRD#: 4547864
LS

Professional summary


Leslie Ann Schroeder, who also goes by Leslie Ann Hudson, Leslie Hudson Jaras, Leslie Ann Schroder, Leslie Schroeder, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Columbus, Ohio.

Leslie is registered as a RR (Registered Representative) and started their career in finance in 2002. Leslie has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Leslie Ann Hudson | Leslie Hudson Jaras | Leslie Ann Schroder | Leslie Schroeder

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Leslie Ann Schroeder's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 18, 2022 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 325 John H Mcconnell Boulevard Suite 200, Columbus, OH 43215
BD
CRD#: 148477
Columbus, OH
Past

May 30, 2017 - November 10, 2021

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO
Past

December 2, 2004 - June 1, 2017

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
CHICAGO, IL
Past

November 11, 2004 - May 31, 2017

JANUS HENDERSON INVESTORS

RIA
CRD#: 107300
CHICAGO , IL
Past

February 7, 2003 - October 27, 2004

AMG DISTRIBUTORS, INC.

BD
CRD#: 27314
STAMFORD, CT
Past

February 4, 2003 - October 27, 2004

BURRIDGE GROUP LLC

RIA
CRD#: 106416
CHICAGO, IL
Past

October 21, 2002 - February 12, 2003

RITTENHOUSE ASSET MANAGEMENT, INC.

RIA
CRD#: 106562
RADNOR, PA
Past

August 20, 2002 - February 12, 2003

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/18/2022)
RR
California
(1/18/2022)
RR
Colorado
(1/18/2022)
RR
Connecticut
(1/18/2022)
RR
Delaware
(1/18/2022)
RR
District of Columbia
(1/18/2022)
RR
Florida
(1/18/2022)
RR
Georgia
(1/18/2022)
RR
Illinois
(1/18/2022)
RR
Indiana
(1/18/2022)
RR
Maine
(1/18/2022)
RR
Maryland
(1/18/2022)
RR
Massachusetts
(1/18/2022)
RR
Minnesota
(1/18/2022)
RR
Missouri
(1/18/2022)
RR
Nebraska
(1/18/2022)
RR
Nevada
(1/18/2022)
RR
New Hampshire
(1/18/2022)
RR
New Jersey
(1/18/2022)
RR
New Mexico
(1/18/2022)
RR
New York
(1/18/2022)
RR
North Carolina
(1/18/2022)
RR
Ohio
(1/19/2022)
RR
Oklahoma
(1/18/2022)
RR
Pennsylvania
(1/18/2022)
RR
South Carolina
(1/18/2022)
RR
Texas
(1/18/2022)
RR
Virginia
(1/18/2022)
RR
Wisconsin
(1/18/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/18/2002
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FINANCIAL SERVICES, LLC
BHIL DISTRIBUTORS, INC. | FORESIDE FINANCIAL SERVICES, LLC | BHIL DISTRIBUTORS, LLC

CRD#: 148477 / SEC#: , 8-68027

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 07/31/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCDIRECTOR OWNER/SOLE MEMBER
BRUNNER, JENNIFER ANNEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER1137783
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477Columbus, OH 43215

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