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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lesser is an investment advisor representative registered with Fidelity Personal and Workplace Advisors. David has been in the industry since March 19, 1990, and has experience working at several other firms including Gruntal & Co., L.L.C., Lehman Brothers Inc. and Bear, Stearns & Co. Inc. David holds the Series 63, 65, 7 and SIE securities licenses and is registered in 30 states to provide investment advice. David also holds a current registration with the State of Massachusetts as an investment advisor representative with Fidelity Personal and Workplace Advisors.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
07/14/1994 - 10/19/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
07/09/1991 - 07/13/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/13/1990 - 07/10/1991
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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