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 Grove Point Advisors, LLC, a registered investment advisor headquartered in Rockville, MD. Robert has been in the financial services industry for over 30 years. He is a Series 7 and Series 63 licensed professional. He is also a Series 65 licensed investment advisor representative. Robert provides financial planning, portfolio management, and pension consulting services. Robert is passionate about helping individuals, families, and businesses 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.
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.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
FL
02/01/2012 - 10/31/2018
WADDELL & REED (TAMPA FL)
FL
12/04/2008 - 02/03/2012
AMERIPRISE FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
01/28/2009 - 10/20/2011
SECURITIES AMERICA, INC. (PALM BEACH GARDENS FL)
FL
07/31/2007 - 12/05/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PALM BEACH GARDENS FL)
FL
01/07/2003 - 07/31/2007
RYAN BECK & CO. (PALM BEACH GARDENS FL)
NY
12/14/2000 - 01/10/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
08/15/1997 - 12/20/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/03/1990 - 02/10/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/01/1990 - 03/31/1990
BUTCHER & SINGER INC.
NY
05/25/1988 - 02/13/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 09/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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