Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Pataki is a financial professional with over 20 years of experience in the industry. Lester is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2017. Prior to that, Lester held positions at Citigroup Global Markets Inc. and Citicorp Investment Services. Lester holds a variety of licenses and certifications, including Series 7, 24, 63, 79 and the SIE. Lester provides investment advice to a range of clients, including individuals, corporations, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
02/06/2017 - Present
J.p. Morgan Securities LLC (Saddlebrook NJ)
NY
08/21/2009 - 02/06/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/29/2007 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/27/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BC
Issued 12/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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