Kaitlyn Leslie, Sales Assistant, provides essential administrative support to the investment advisors, helping manage account administration and client service tasks with accuracy, timeliness, and care. She ensures that each client receives consistent, reliable support, allowing the advisors to focus on personalized financial guidance.
Kaitlyn earned a Bachelor of Science in Finance and Marketing from Tulane University.
Check the background of our investment professionals on FINRA's BrokerCheck .
First National Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC . Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are:
Not FDIC/NCUSIF insured May lose value Not financial institution guaranteed Not a deposit Not insured by any federal government agency
View Cetera Investment Services privacy policy , other important information , and Business Continuity Plan .
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com . Located at: 345 E Grand Avenue, Beloit, WI 53512. 800-667-4401
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