Mark Meier (CRD# 6774118) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 6 years of experience in the finance industry.
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4286870
Lesko Securities, Inc.
CRD# 6348734
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lesko Securities Inc. | Vestal, NY | Jun 2023 - Current | < 1 |
| Equitable Advisors, LLC | New York, NY | Aug 2017 - Jun 2023 | 5 |
| Axa Advisors | New York, NY | Aug 2017 - Jun 2020 | 2 |
| Unemployed | Binghamton, NY | Mar 2017 - Aug 2017 | < 1 |
| Hoopla Frozen Yogurt | Endicott, NY | Sep 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- NY
-
Total Assets Under Management474MILLIONS
-
Total Number of Accounts2,097ACCOUNTS
-
Average Account Value$226,045
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, NC, NJ, NY, PA, SC, TX, VA
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