Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

David Lesko

Lake Worth,FL

Summary

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over twenty-five years of success supporting client financial goals through astute investment guidance.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Financial Advisor

Stoever Glass & Company
Boca Raton, FL
05.2016 - Current
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Provided advice on tax-advantaged investment opportunities.

Financial Advisor

GMS Group
Boca Raton, FL
09.2008 - 05.2016
  • Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
  • Monitored market conditions and developed strategies to maximize returns on municipal bonds.
  • Analyzed financial statements, credit ratings, and other related data of issuers of municipal bonds.

Financial Advisor

Raymond James & Assoc
Palm Beach Gardens, FL
04.2007 - 05.2008
  • Provided advice regarding the selection of appropriate securities for clients' portfolios based on their individual needs and objectives.
  • Reviewed new issue offerings from underwriters to determine whether they are suitable investments for clients.
  • Kept abreast of changing regulations affecting the municipal bond markets as well as economic trends that may impact trading decisions.

Education

Bachelor of Arts - Economics

University of Pittsburgh
Pittsburgh, PA
05-1991

Skills

  • Financial Planning Expertise
  • Strategic And Financial Planning Expert
  • Financial Reporting And Analysis
  • Advising On Investments
  • Investment Analysis

Certification

  • Series 7 - General Securities Representative
  • Series 66 - Uniform Combined State Law Examination
  • Agent - 0215 - Life Incl Variable Annuity & Health

Timeline

Financial Advisor

Stoever Glass & Company
05.2016 - Current

Financial Advisor

GMS Group
09.2008 - 05.2016

Financial Advisor

Raymond James & Assoc
04.2007 - 05.2008

Bachelor of Arts - Economics

University of Pittsburgh
David Lesko