Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Tadej is a financial advisor with over 30 years of experience in the financial services industry. Lester currently works at Osaic Wealth, Inc. and has held previous roles at Woodbury Financial Services, Inc., National Planning Corporation, and LPL Financial Corporation. Lester is registered to provide investment advisory services in Arizona, Illinois, and Texas. Lester has a strong background in securities and commodities, as evidenced by his Series 3, Series 7, and Series 66 licenses. Lester specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and institutions. Lester is committed to providing personalized financial advice and 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.
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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AZ
04/29/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
10/13/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
01/22/2009 - 10/13/2017
NATIONAL PLANNING CORPORATION (GLENDALE AZ)
AZ
07/09/2008 - 01/23/2009
SAGEPOINT FINANCIAL, INC. (GLENDALE AZ)
AZ
09/17/2004 - 08/06/2008
LPL FINANCIAL CORPORATION (GLENDALE AZ)
NJ
03/17/2000 - 10/07/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
06/21/1991 - 03/27/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/02/1990 - 10/25/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IL
03/17/1989 - 05/03/1990
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
04/11/1988 - 04/13/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/21/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
10/20/1980 - 07/08/1982
EQUICO SECURITIES, INC.
NA
09/16/1980 - 07/08/1982
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 06/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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