Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Alan Willson is a financial advisor with over 30 years of experience in the industry. He is registered with Stifel, Nicolaus & Company, Inc., and is licensed to offer investment advice and sell securities in 13 states. Lester has a broad range of experience in financial planning, portfolio management, and pension consulting. He also offers educational seminars and selection of other advisors services. Before joining Stifel, Nicolaus & Company, Inc., Lester worked at Hanifen, Imhoff Inc. and FBS Investment Services, Inc. Lester is committed to providing personalized financial advice to help clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
01/12/2000 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
CO
02/23/1998 - 04/13/2000
HANIFEN, IMHOFF INC. (DENVER CO)
CO
01/01/1997 - 02/23/1998
HANIFEN, IMHOFF INC. (DENVER CO)
MN
05/18/1989 - 05/01/1990
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
CO
01/22/1986 - 05/01/1989
COUGHLIN & COMPANY, INC. (DENVER CO)
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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