Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Jones is a financial advisor with over 28 years of experience in the industry. Lester is registered with Osaic Advisory Services, LLC and holds Series 6, 26, 63, and 65 licenses. He also has experience working with Primerica Financial Services and PFS Investments Inc.. Lester offers financial planning and investment management services to individuals, families, and businesses. He is also experienced in serving charitable organizations and pension and profit-sharing plans. Lester is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
GA
06/02/2023 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
AL
06/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (Huntsville AL)
AL
11/01/1994 - 06/02/2023
PFS INVESTMENTS INC. (HUNTSVILLE AL)
IA
Issued 11/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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