Unclaimed
Robert Lester is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Jefferies LLC. Robert has previously worked for Credit Suisse Securities (USA) LLC, Credit Suisse First Boston Corporation, Deutsche Bank Securities Inc., and Paine Webber Incorporated. Robert has passed the Series 7, Series 63, Series 79 and SIE exams and is licensed in California.
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.
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.
1
2
CA
08/16/2016 - Present
Jefferies LLC (SAN FRANCISCO CA)
CA
08/06/2015 - 09/14/2016
CREDIT SUISSE SECURITIES (USA) LLC (San Francisco CA)
NY
02/18/1999 - 05/15/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
08/19/1996 - 07/09/1998
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NJ
11/23/1994 - 05/30/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 08/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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