Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Provan Botkin is a financial advisor with over 20 years of experience in the industry. Lester is currently registered with Private Advisor Group, LLC and is a Registered Investment Advisor representative for the firm. Lester has previously worked at Morgan Stanley, Citigroup Global Markets Inc., Hefren-Tillotson, Inc. and Wheat, First Securities, Inc. Lester holds Series 7, 63, and 65 licenses as well as the SIE exam. Lester provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and other businesses. Lester specializes in retirement planning, investment management, and estate planning.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
03/23/2015 - Present
Private Advisor Group, LLC (MCMURRAY PA)
PA
06/01/2009 - 03/31/2015
MORGAN STANLEY (UPPER ST. CLAIR PA)
PA
01/26/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UPPER ST. CLAIR PA)
PA
09/30/1998 - 01/29/2007
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
NC
08/07/1997 - 09/18/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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