Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Judd Risell is a financial advisor at Janney Montgomery Scott LLC, located in Philadelphia, PA. Lester has been in the financial services industry since 2006, previously working at Commonwealth Financial Network, ASCENSUS FINANCIAL SERVICES, LLC., Wells Fargo Advisors, LLC, UBS Financial Services Inc., and Signator Investors, Inc. Lester holds Series 6, 7, 63, and 66 licenses, and is registered with the state of New Jersey and Pennsylvania. Lester's expertise lies in providing financial planning, portfolio management, and pension consulting services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/04/2017 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NJ
01/04/2016 - 07/25/2017
COMMONWEALTH FINANCIAL NETWORK (MARLTON NJ)
PA
02/04/2015 - 12/01/2015
ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)
NJ
03/13/2009 - 09/13/2010
WELLS FARGO ADVISORS, LLC (MARLTON NJ)
NJ
04/24/2008 - 03/26/2009
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NJ
11/07/2006 - 03/19/2008
SIGNATOR INVESTORS, INC. (MOUNT LAUREL NJ)
NJ
02/22/1999 - 12/10/1999
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 05/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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