Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lesnik is a financial advisor registered with Oppenheimer & Co. Inc. and has been in the industry since 1998. Mark is licensed in California, New Jersey, and New York and holds the Series 7, Series 63, Series 55, Series 57TO, and SIE licenses. Mark has previous experience with Sungard Global Execution Services LLC, CIBC World Markets Corp., and Prudential Securities Incorporated.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
08/09/2004 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/28/2003 - 08/02/2004
SUNGARD GLOBAL EXECUTION SERVICES LLC (NEW YORK NY)
NY
10/23/2000 - 03/11/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
08/25/1998 - 10/24/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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