Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lester is a financial advisor with over 18 years of experience in the financial services industry. Robert is registered with Brookstone Wealth Advisors, LLC and Talon Private Wealth, LLC. Robert holds Series 7, 65 and SIE licenses and is registered in multiple states. Robert provides financial planning, portfolio management, and educational seminars. Robert focuses on providing personalized advice to his clients and works with them to help 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.
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.
1
2
FL
10/01/2015 - Present
Brookstone Wealth Advisors, LLC (THE VILLAGES FL)
FL
07/29/2019 - 04/13/2022
WORLD EQUITY GROUP, INC. (The Villages FL)
FL
05/07/2014 - 08/12/2019
TAYLOR CAPITAL MANAGEMENT INC. (The Villages FL)
FL
01/30/2012 - 04/15/2014
THE O.N. EQUITY SALES COMPANY (THE VILLAGES FL)
FL
10/20/2005 - 01/30/2012
ING FINANCIAL PARTNERS, INC. (SUMMERFIELD FL)
IA
Issued 07/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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