Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Kotas has been a registered representative in the financial services industry for over 27 years. Lester is currently registered with Andrew Garrett Inc. and is a licensed broker in Illinois, New Jersey, and New York. Prior to joining Andrew Garrett Inc. Lester worked at The Concord Equity Group, LLC, Gunnallen Financial, Inc, Fahnestock & Co. Inc., Josephthal & Co., Inc., H.J. Meyers & Co., Inc., and Continental Broker-Dealer Corp. Lester has a strong track record of providing financial advice and investment management services to individual and high-net-worth clients. Lester specializes in providing financial planning and portfolio management services, and he is committed to helping clients achieve 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.
Helps you choose top advisors aligned with your financial goals.
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
NY
08/21/2008 - Present
Andrew Garrett Inc. (NEW YORK NY)
NJ
08/19/2005 - 08/18/2008
THE CONCORD EQUITY GROUP, LLC (SHORT HILLS NJ)
FL
04/24/2003 - 09/02/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
01/02/2002 - 04/30/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
09/21/1998 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
08/22/1997 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
09/16/1994 - 08/28/1997
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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