Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesta? Claim Your ProfileLesta Andersen is a registered investment advisor representative with Lincoln Investment. Lesta has over 30 years of experience in the financial services industry. Lesta has worked with a variety of firms throughout her career including Legend Equities Corporation, Chase Investment Services Corp., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, INC. Lesta is licensed in Indiana, Florida, Illinois, and Ohio. Lesta also provides tax preparation services for five clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
10/31/2018 - Present
Lincoln Investment (ANDERSON IN)
IN
08/10/2012 - 01/03/2017
LEGEND EQUITIES CORPORATION (ANDERSON IN)
IN
11/16/2009 - 05/15/2012
CHASE INVESTMENT SERVICES CORP. (NOBLESVILLE IN)
IN
01/01/2008 - 11/03/2009
WELLS FARGO ADVISORS, LLC (ANDERSON IN)
IN
08/05/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ANDERSON IN)
NJ
07/03/1986 - 06/24/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 08/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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