Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesa? Claim Your ProfileLesa Huff is a financial professional with over 20 years of experience in the industry. Lesa is currently registered with D.a. Davidson & Co. Lesa has held previous roles with WELLS NELSON & ASSOCIATES, L.L.C., GEARY SECURITIES, INC., WACHOVIA SECURITIES, LLC, and PRUDENTIAL SECURITIES INCORPORATED. Lesa holds the Series 7, Series 63, Series 99TO and SIE licenses. Lesa provides a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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
OK
10/01/2019 - Present
D.a. Davidson & Co. (OKLAHOMA CITY OK)
OK
05/19/2010 - 10/02/2019
WELLS NELSON & ASSOCIATES, L.L.C. (OKLAHOMA CITY OK)
OK
04/04/2006 - 05/17/2010
GEARY SECURITIES, INC. (OKLAHOMA CITY OK)
MO
07/01/2003 - 03/23/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/25/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 04/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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