Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Enrique Kuan is a financial advisor at Morgan Stanley, with over 14 years of experience in the industry. Lester has a wide range of experience having worked at several firms including Citigroup Global Markets Inc. and Wells Fargo Advisors, LLC. Lester is registered to provide financial advice and securities in 53 states, as well as Florida and Texas in the capacity of an Investment Advisor Representative.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/19/2022 - Present
Morgan Stanley (Coconut Grove FL)
FL
11/04/2019 - 09/06/2022
CITIGROUP GLOBAL MARKETS INC. (Miami FL)
FL
01/26/2016 - 09/10/2019
MORGAN STANLEY (AVENTURA FL)
FL
09/06/2013 - 01/25/2016
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
05/31/2012 - 09/04/2013
HSBC SECURITIES (USA) INC. (AVENTURA FL)
FL
05/17/2011 - 12/19/2011
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
FL
06/01/2009 - 05/26/2011
MORGAN STANLEY SMITH BARNEY (MIAMI FL)
FL
12/17/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI BEACH FL)
FL
04/04/2006 - 08/21/2006
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
IA
Issued 12/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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