Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Simon Ernest is a financial advisor with Truist Advisory Services, Inc. based in Orlando, Florida. Lester has been in the financial services industry since 2003. Lester has a wide range of experience, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lester is also licensed to provide securities and investment advisory services in Alabama, Arizona, California, Florida, Georgia, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
07/09/2019 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
06/09/2006 - 06/13/2007
FIFTH THIRD SECURITIES, INC. (WINTER PARK FL)
TX
06/16/2003 - 07/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
01/05/2001 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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