Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lester is a financial advisor with over 10 years of experience in the industry. William is registered with Alps Distributors, Inc. in Denver, Colorado, and holds Series 63, SIE, and Series 7 licenses. William has worked in the financial industry since 2008, and has held previous roles with Perella Weinberg Partners LP in New York, NY. William is licensed to sell securities in 52 states and the District of Columbia.
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.
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.
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CO
08/09/2016 - Present
Alps Distributors, Inc. (DENVER CO)
NY
05/12/2008 - 06/07/2016
PERELLA WEINBERG PARTNERS LP (NEW YORK NY)
BC
Issued 12/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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