Our Qualifications
David Lesnick is a sole practitioner with 27 years of experience providing retirement and estate planning services to a wide variety of clients and businesses.
Licenses held in good standing:
* FINRA Series 7, General Securities Registered Representative
* FINRA Series 24, General Securities Registered Principal
* FINRA Series 63, Uniform Securities Agent State Law Exam
* Life & Variable Agent Arizona Dept. of Insurance #104177
* Life & Variable Agent California Dept. of Insurance #OB13780
* Life & Variable Agent Texas Dept. of Insurance #0010267328
To check license status or registration information call:
Securities and Exchange Commission (SEC) (202) 942-7040
Financial Industry Regulatory Authority, Inc. (FINRA) (800) 289-9999
Arizona Dept. of Insurance (602) 912-8444
California Dept. of Insurance (916) 322-3555
Texas Dept. of Insurance (512) 322-3503
References on request