Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lesko is an active financial advisor with over 25 years of experience in the industry. David currently works at LPL Enterprise, LLC. David has held several other positions in the industry, including at STOEVER, GLASS & COMPANY INC., THE GMS GROUP, LLC, NEWBRIDGE SECURITIES CORPORATION, RAYMOND JAMES & ASSOCIATES, INC., H&R BLOCK FINANCIAL ADVISORS, INC., J. B. HANAUER & CO., TOWER SQUARE SECURITIES, INC., 1717 CAPITAL MANAGEMENT COMPANY, MUTUAL SERVICE CORPORATION, JOHN HANCOCK DISTRIBUTORS, INC. and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. David has a wide range of experience and is well-equipped to provide financial advice to individuals, businesses, and other entities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
11/14/2024 - Present
LPL Enterprise, LLC (MIAMI FL)
FL
06/29/2021 - 06/24/2024
STOEVER, GLASS & COMPANY INC. (Boca Raton FL)
FL
05/31/2016 - 06/24/2021
STOEVER, GLASS & COMPANY INC. (Boca Raton FL)
FL
09/02/2008 - 06/13/2016
THE GMS GROUP, LLC (BOCA RATON FL)
FL
05/27/2008 - 08/27/2008
NEWBRIDGE SECURITIES CORPORATION (WEST PALM BEACH FL)
FL
04/05/2007 - 05/29/2008
RAYMOND JAMES & ASSOCIATES, INC. (PALM BEACH GARDENS FL)
FL
02/10/2006 - 01/04/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (PALM BEACH GARDENS FL)
NJ
03/04/2002 - 02/14/2006
J. B. HANAUER & CO. (PARSIPPANY NJ)
CA
12/04/2000 - 03/01/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
DE
03/24/2000 - 10/02/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
06/11/1997 - 03/15/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
01/29/1997 - 04/24/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/29/1997 - 04/24/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 06/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure David Lesko is the right advisor for you? Invested Better is here to help.
