Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Lesnik is a financial advisor with Highpoint Planning Partners, a firm specializing in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. Peter has been in the financial services industry since 2005. Peter is a registered investment advisor in Tennessee, and holds the Series 6, 7, 63, and 65 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
IL
12/10/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
01/09/2006 - 09/06/2012
CHASE INVESTMENT SERVICES CORP. (BATAVIA IL)
MA
08/03/2005 - 12/31/2005
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
MN
01/03/2005 - 07/28/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
WI
11/30/2004 - 12/02/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 06/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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