Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester West is a registered investment advisor representative with Geneos Wealth Management, Inc. Lester has been working in the financial industry since June 24, 1992. Lester currently holds Series 6, Series 63, Series 65 and Series 26 licenses. Lester is registered with the state of Utah and is licensed to provide investment advice to individuals, corporations, charitable organizations and high net worth individuals. Lester has experience working with various insurance carriers for fixed insurance business.
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
UT
05/11/2009 - Present
Geneos Wealth Management, Inc. (SANTA CLARA UT)
UT
01/14/2000 - 12/31/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ST. GEORGE UT)
GA
06/06/1994 - 01/24/2000
WMA SECURITIES, INC. (DULUTH GA)
NA
01/13/1993 - 06/06/1994
INTERSECURITIES, INC.
FL
06/22/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 04/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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