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Our Qualifications

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