Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Robinson is a Registered Representative and Investment Advisor Representative with Cadaret, Grant & Co., Inc., in Niagara Falls, NY. Lester has been in the financial services industry since 1990 and has experience in providing financial planning, investment management and insurance services. Lester has earned the Series 6, 63, 65, and SIE licenses and holds a Bachelor of Arts degree in Business Administration. Lester's primary focus is on providing individual clients with comprehensive financial planning advice and guidance. Lester also has experience working with businesses and charitable organizations.
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.
1
2
NY
06/01/2023 - Present
Cadaret, Grant & CO., Inc. (NIAGARA FALLS NY)
NY
12/23/2020 - 07/19/2021
MML INVESTORS SERVICES, LLC (WILLIAMSVILLE NY)
NY
10/08/2008 - 06/12/2013
MML INVESTORS SERVICES, LLC (AMHERST NY)
NA
01/09/1990 - 07/08/1991
PRUCO SECURITIES CORPORATION
NA
01/09/1990 - 07/08/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
IA
Issued 05/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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