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Home > Financial Services > Stock Brokers > Lesko Securities Inc.

Lesko Securities Inc.

Lesko Securities is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

When Charles Lesko created the Lesko Agency in 1948, he began a tradition of personal financial services with unique products and ideas. In 1971, Lesko Financial Services was one of the very first financial planning firms in the country. As charter members of the National Association for Financial Planning, Lesko wrote individual financial plans and counseled clients on retirement and college planning, tax reduction and estate planning.

By 1980, Lesko realized a significant need for professional educational services in the financial services industry. Lesko Financial Services has provided hundreds of financial planning and pre retirement planning seminars to school teachers, hospital employees and employees of many major corporations in their area such as Anitec, Amphenol, IBM, and Universal Instruments. In addition to this seminar activity, Lesko provides 401 k pension and profit sharing plan administration, retirement plan payroll deduction programs and other business services such as simple plans and group insurance benefits.

In 1981, Lesko became a registered broker dealer enabling their clients to buy and sell individual stocks and bonds, mutual funds, treasury issues and variable annuities. They remain the leader in innovative, independent financial products and services, and the administration of pension and profit sharing plans.

Lesko has access to nearly all load and no load mutual fund families, insurance and variable annuity companies enabling them to provide investment opportunities as diverse as you need them to be. In the retirement planning environment, Lesko Financial Services is the area’s leader in 403 b not for profit and educational institution supplemental retirement plans. In fact, their expertise and state of the art proprietary software serve the needs of eighty school districts, colleges, libraries, daycare centers, hospitals and other non profit organizations in southern New York and northern Pennsylvania, whose employees total more than 16,000.

Perhaps even more impressive is the confidence placed in Lesko by none other than those brokers and dealers who compete for its business. Currently, twelve of these local competitors contract with Lesko Financial Services to provide their own clients with the same level of professional back office support.

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