Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stephen Lezo is a financial advisor with over 20 years of experience in the industry. He is currently registered with Trustmont Financial Group, Inc. and has been with the firm since January 23, 1998. Previously, John worked for American Express Financial Advisors Inc. and IDS Life Insurance Company. His areas of expertise include providing financial advice and investment management services to individuals and families.
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.
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.
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2
PA
01/23/1998 - Present
Trustmont Financial Group, Inc. (GREENSBURG PA)
MN
12/15/1997 - 01/16/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/15/1997 - 01/16/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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