Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gordon Lester is a financial advisor who has been in the industry since 2009. William is currently registered with Voya Retirement Advisors, LLC in Texas. William has previously worked at PRINCIPAL SECURITIES, INC., VALIC FINANCIAL ADVISORS, INC., ADP BROKER-DEALER, INC., GWFS EQUITIES, INC. and VALIC FINANCIAL ADVISORS, INC.. William is a Series 66, Series 7 and SIE exam holder.
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.
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
CT
09/11/2023 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
TX
05/09/2017 - 09/05/2023
PRINCIPAL SECURITIES, INC. (HOUSTON TX)
TX
11/19/2014 - 05/03/2017
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
01/07/2013 - 10/16/2014
ADP BROKER-DEALER, INC. (ROSELAND NJ)
TX
12/21/2010 - 01/08/2013
GWFS EQUITIES, INC. (HOUSTON TX)
TX
05/21/2009 - 12/07/2010
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 07/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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