Unclaimed
Lester Satlow is a financial advisor at Clarfeld Financial Advisors, LLC, a firm that has a presence in both Tarrytown, NY and Boston, MA. Lester is a Certified Financial Planner and a Chartered Financial Analyst. Lester is a registered investment advisor in Massachusetts. Lester has experience with investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses. Lester has over 7 years of experience working as a financial advisor.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/02/2019 - Present
Clarfeld (TARRYTOWN NY)
Active
Inactive
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