Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lester is a financial advisor in Beaverton, OR and has been in the industry since June 2009. He is currently registered with Cross Financial Advisors. Gregory Lester's previous experience includes roles with EDWARD JONES and AXA ADVISORS, LLC. Gregory Lester is registered with the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Iowa, New Mexico, New York, Oregon, Pennsylvania, Texas, Washington. Gregory Lester has passed the following exams: Series 66, Series 7, and SIE.
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.
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.
1
2
OR
06/29/2017 - Present
Cross Financial Advisors (BEAVERTON OR)
OR
05/18/2009 - 07/05/2012
EDWARD JONES (HILLSBORO OR)
OR
12/10/2008 - 03/03/2009
AXA ADVISORS, LLC (PORTLAND OR)
BOTH
Issued 05/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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