Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lesnik is an active financial advisor with over 35 years of experience in the industry. George is currently registered with Wells Fargo Clearing Services, LLC and has held previous registrations with J.P. Morgan Securities LLC, Ameriprise Financial Services, Inc., Janney Montgomery Scott LLC, Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George is also a Certified Financial Planner. George's areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Pension Consulting, and Financial Planning. George is registered in 52 states and 3 states for Investment Advisor.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
11/01/2022 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
06/07/2018 - 10/28/2022
J.P. MORGAN SECURITIES LLC (Nanuet NY)
NJ
06/05/2009 - 06/04/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Red Bank NJ)
NJ
08/21/1998 - 06/30/2009
JANNEY MONTGOMERY SCOTT LLC (UPPER SADDLE RIVER NJ)
NY
03/24/1995 - 09/23/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/08/1986 - 03/30/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/1996
Series 4 - Registered Options Principal Examination
BC
Issued 01/11/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1996
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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