Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Botkin is a financial advisor with over 15 years of experience in the financial services industry. Lester is currently registered with Private Advisor Group, LLC in Pennsylvania and Texas. Lester has previously worked with Morgan Stanley and Citigroup Global Markets Inc. Lester is a Chartered Financial Analyst. Lester specializes in retirement planning, estate planning, and investment management. Lester also offers financial planning and investment management services to individuals, families, and businesses.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
03/20/2015 - Present
Private Advisor Group, LLC (MCMURRAY PA)
PA
06/01/2009 - 03/31/2015
MORGAN STANLEY (UPPER ST. CLAIR PA)
PA
11/01/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UPPER ST. CLAIR PA)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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