Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lesko is a financial advisor who has been in the industry since August 2018. Steven is registered with Osaic Wealth, Inc. and Securities America, Inc. Steven holds multiple licenses and is active in both the broker-dealer and investment advisor space. Steven has experience working with a variety of client types, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Steven provides financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisers. Steven is committed to providing clients with personalized service and helping 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.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
08/16/2019 - 06/14/2024
SECURITIES AMERICA, INC. (VICTOR NY)
NY
08/06/2018 - 08/19/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Pittsford NY)
BC
Issued 11/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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