About David Lesnick - Financial Advisor
Sound Advice is committed to providing custom-tailored financial advice in helping our clients attain financial freedom and independence by collaborating on how to organize and direct their finances for a secure future.
Our mission is to ensure that our clients achieve their retirement and estate planning objectives and to assist clients in the growth, protection and preservation of their estates as a lasting legacy for future generations. We provide a very personalized service and when circumstances require, we will coordinate a team of professionals such as attorneys and accountants, as well as other highly skilled professionals, to better serve our client`s interests..
Our company serves clients from many backgrounds: individuals and sophisticated corporations, beginners and seasoned investors, recent graduates and senior citizens.
Every client is served with courtesy and concern personally by David Lesnick. Each client is provided with professional financial advice. Clients are always kept informed of the progress of their investments, and consulted on any decisions that may arise. Confidentiality is paramount, along with personal client attention.
David Lesnick is a sole practitioner with almost three decades of experience providing retirement and estate planning services to a wide variety of clients and businesses. To keep abreast of industry standards and new rules, laws, and regulations, we regularly attend classes and seminars to help insure we provide the very best service to you, our client.
Licenses held in good standing:
* Series 7, General Securities Registered Representative
* Series 24, General Securities Registered Principal
* 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