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Joseph Lesko

Finalis Securities LLC

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About Joseph Lesko

Joseph Lesko is a financial advisor with over 15 years of experience in the industry. Joseph is currently registered with Finalis Securities LLC in New York, NY. Prior to joining Finalis Securities, Joseph worked at ARQ Securities in Whitefish, MT, Cantella & Co., Inc. in New York, NY, Wells Fargo Advisors Financial Network, LLC in New York, NY, J.P. Morgan Securities LLC in New York, NY, and NewOak Capital Markets LLC in New York, NY. Joseph holds Series 7 and 66 licenses and is registered in Connecticut, New Jersey and New York.

Firm Information

Joseph Lesko is currently registered with Finalis Securities LLC. Finalis Securities LLC is a Limited Liability Company formed in September 2019. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

337

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Joseph Lesko’s Registration & Firm History

NY

04/16/2024 - Present

Finalis Securities LLC (New York NY)

MT

02/02/2019 - 04/16/2024

ARQ SECURITIES (WHITEFISH MT)

NY

01/19/2018 - 12/31/2018

CANTELLA & CO., INC. (New York NY)

NY

08/09/2016 - 01/23/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEW YORK NY)

NY

07/18/2013 - 08/08/2016

J.P. MORGAN SECURITIES LLC (new york NY)

NY

12/17/2009 - 07/05/2013

NEWOAK CAPITAL MARKETS LLC (NEW YORK NY)

NY

03/22/2007 - 12/24/2008

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/14/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Lesko.
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