Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Wolf is a financial professional with over 30 years of experience in the industry. Lester is registered with the state of Maryland as an investment advisor representative and a broker-dealer. Lester is also a registered principal with the Series 24 and 26 exams. Lester currently works with Eagle Strategies LLC and is a Certified Financial Planner and Chartered Financial Consultant. Lester's previous experience includes working with New York Life Insurance Company and NYLife Securities Inc. Lester works with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations.
BALTIMORE, MD
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.
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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MD
09/03/2009 - Present
Eagle Strategies LLC (BALTIMORE MD)
BC
Issued 12/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/17/2016
Series 24 - General Securities Principal Examination
BC
Issued 1/26/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/8/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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