Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Scott Pyle is a financial advisor with over 25 years of experience in the industry. Lester currently works with Cetera Investment Advisers LLC and Sageview Advisory Group, LLC and has previously worked with firms such as UnionBanc Investment Services, LLC, Walnut Street Securities, Inc., and The Lincoln National Life Insurance Company. Lester's focus is on providing financial advice to individuals, businesses, and retirement plans. Lester holds the Series 6, Series 62, Series 63, and SIE licenses, and has a Chartered Financial Consultant designation. Lester also has experience in life settlement business, retirement plan consulting, and fixed insurance, including life, health, disability, annuities, and long term care.
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.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
11/14/2002 - 01/05/2007
UNIONBANC INVESTMENT SERVICES, LLC (FULLERTON CA)
CA
08/20/2001 - 11/25/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
01/14/2000 - 08/06/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/14/2000 - 08/06/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
07/02/1996 - 01/11/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 7/1/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 7/1/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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