Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Byrd is a financial professional with over 10 years of experience in the financial industry. Lester is a registered representative and a municipal securities principal at Bok Financial Securities, Inc. in Houston, TX. Lester is a Series 53, Series 52, and Series 50 licensed representative, and is licensed to conduct business in Texas. Lester specializes in providing financial planning, portfolio management, and educational seminars for individuals, businesses, and pooled investment vehicles. Lester has previously worked at UBS Financial Services Inc. and Hilltop Securities Inc. in Houston.
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.
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.
Furnishes advice about securities in any manner not described above.
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
TX
07/19/2022 - Present
BOK Financial Securities, Inc. (HOUSTON TX)
NJ
07/04/2018 - 07/18/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
01/22/2016 - 07/13/2018
HILLTOP SECURITIES INC. (HOUSTON TX)
TX
11/18/2013 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (HOUSTON TX)
TX
12/17/2012 - 11/13/2013
CABRERA CAPITAL MARKETS, LLC (HOUSTON TX)
BC
Issued 01/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/14/2012
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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