Lester Mandelstein
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.
Lester Mandelstein was a registered financial professional .
Lester is a previously registered financial professional and started their career in finance in 1970. Lester had worked at 7 firms and has passed the Series 63, Series 1 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 7, 1998 - December 31, 2015
THE CUSTOM PLANNING GROUP, L.L.C
December 2, 1997 - December 31, 2016
MANDELSTEIN, LESTER
September 17, 1997 - December 31, 2012
OSAIC WEALTH, INC.
November 19, 1989 - December 31, 2012
OSAIC WEALTH, INC.
September 5, 1979 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
January 14, 1977 - August 17, 1979
PROVIDENT MARKETING CORPORATION
June 23, 1973 - January 14, 1977
PROVIDENT NATIONAL EQUITIES, INC.
March 23, 1970 - December 16, 1974
CONTINENTAL SECURITIES CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 1
Date: 12/27/1968
Registered Representative ExaminationSeries 00
Date: 3/4/1970
General Securities Principal ExaminationCurrent Firm
THE CUSTOM PLANNING GROUP, L.L.C
CRD#: 123450 / SEC#:
Contact information
Red Flags
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