Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Holmes is a financial advisor with Berthel, Fisher & Co. Financial Services, Inc. Lester has been in the industry since 2001, working with a wide range of clients including individuals, corporations, and retirement plans. Lester also provides advisory services in retirement planning and wealth management. Lester is licensed to practice in several states, including Arizona, Arkansas, California, Florida, Georgia, Hawaii, Kansas, Louisiana, Maryland, Nevada, New York, North Carolina, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Lester also holds a Series 7, Series 63, Series 65 and SIE license.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/20/2009 - Present
Berthel, Fisher & Co. Financial Services, Inc. (SACRAMENTO CA)
CA
05/25/2007 - 04/20/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SACRAMENTO CA)
CA
05/18/2001 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)
IA
Issued 07/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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