Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lesser is a financial advisor at The Huntington Investment Co. Brian has been in the financial industry since 1991 and holds multiple securities licenses, including Series 7, Series 63, Series 24, and Series 4. Brian has prior experience with several other financial services firms, including MSI Financial Services, Inc., Sagepoint Financial, Inc., and American Portfolios Financial Services, Inc. Brian's specializations include financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/27/2018 - Present
THE Huntington Investment Co. (BEAVER FALLS PA)
OH
01/02/2018 - 05/23/2018
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
PA
03/25/2017 - 08/01/2017
MML INVESTORS SERVICES, LLC (Seven Fields PA)
PA
04/05/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
02/10/2015 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (CRANBERRY TWP PA)
PA
03/19/2013 - 01/30/2015
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (MURRYSVILLE PA)
PA
01/01/2002 - 12/31/2012
VFINANCE INVESTMENTS, INC (WARRENDALE PA)
FL
10/22/1997 - 01/01/2002
VFINANCE INVESTMENTS (BOCA RATON FL)
NY
10/13/1995 - 10/28/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
PA
07/05/1994 - 10/19/1995
PENN CAPITAL FINANCIAL SERVICES, INC. (PITTSBURGH PA)
NY
11/19/1990 - 07/05/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 03/10/1995
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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