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EL

Edward P. Lester

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CRD#: 1743639
EL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edward Phillip Lester, who also goes by Edward Lester, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1987. Edward had worked at 5 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edward Lester

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 6, 2002 - December 19, 2002

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

February 22, 2001 - February 12, 2002

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

October 11, 1996 - February 23, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 25, 1993 - October 29, 1996

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

December 1, 1989 - November 10, 1992

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

October 20, 1987 - October 4, 1989

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/4/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 3/20/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


WL
WORLDCO, L.L.C.
BIRK HOLLAND & CO., INC. | WORLDCO, L.L.C.

CRD#: 24673 / SEC#: , 8-41285

BD
Terminated by SEC on 03/05/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/10/1995
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WATERFORD HOLDINGS, L.L.C.SHAREHOLDER
CURRAN, JAMES EDWARDFINANCIAL & OPERATIONAL PRINCIPAL2870558
ELLIS, MARC ANDREWDIRECTOR OF COMPLIANCE2162526
MILLER, JOHN GERARDCEO1975249

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WORLDCO, L.L.C.

CRD#: 24673

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