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 registered with Ameriprise Financial Services, LLC, with 43 years of experience in the industry. Robert's background includes working for firms such as MML Investors Services, LLC, MSI Financial Services, INC., New England Securities, and Sentra Securities Corporation. Robert holds a Series 65, Series 63, Series 24, Series 7, and Series 1 licenses, and has active registrations in 31 states and 2 IA states. Robert specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation services
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
AZ
07/20/2017 - Present
Ameriprise Financial Services, LLC (SCOTTSDALE AZ)
AZ
03/25/2017 - 07/24/2017
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
07/21/1998 - 01/02/2015
NEW ENGLAND SECURITIES (SCOTTSDALE AZ)
AZ
01/02/1996 - 06/30/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
02/20/1991 - 12/31/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
11/20/1989 - 02/14/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IL
09/13/1984 - 12/02/1989
WASHINGTON NATIONAL EQUITY COMPANY (EVANSTON IL)
NA
09/05/1980 - 07/13/1984
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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