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Karen Marie Stebbins

LESKO SECURITIES, INC.·VESTAL, New York
SIE, Series 7, Series 11, Series 24, Series 28, Series 63, Series 99TOClean record5 years registeredLESKO SECURITIES, INC.
400 PLAZA DRIVE, VESTAL, NY 13850CRD# 4152490Firm CRD# 10091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Marie Stebbins · VESTAL, NY
Registration
CRD #4152490 · LESKO SECURITIES, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

LESKO SECURITIES, INC.
May 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 11
Series 24
Series 28
Series 63
Series 99TO
Registration record
First registered · May 13, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LESKO SECURITIES, INC.
CRD 10091 · SEC 801-110085
AUM
$474M
Regulatory assets under management
Employees
20
2,097 client accounts
Services offered by LESKO SECURITIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LESKO SECURITIES, INC. →
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05

Frequently Asked Questions

What services does Karen Marie Stebbins offer?
Karen Marie Stebbins specializes in Financial Planning, Investment Management. Contact their office in VESTAL, New York for a consultation.
What are Karen Marie Stebbins's credentials?
Karen Marie Stebbins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Marie Stebbins located?
Karen Marie Stebbins is based in VESTAL, New York, working with LESKO SECURITIES, INC.. Their office serves clients in the VESTAL metropolitan area and surrounding communities.
How does Karen Marie Stebbins charge for services?
Karen Marie Stebbins's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LESKO SECURITIES, INC.?
LESKO SECURITIES, INC. has approximately 20 employees and manages $474M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LESKO SECURITIES, INC.

Robert Scott Hartung
VESTAL, NY
Nikola Lalovic
VESTAL, NY
Charles Jr Lesko
VESTAL, NY
CFP
Gregory Stephen Lesko
VESTAL, NY
William Charles Hampton
VESTAL, NY
Richard James Pichura
VESTAL, NY
CFP

More Advisors in VESTAL, New York

David James Mcclintock
LESKO SECURITIES, INC.·VESTAL, NY

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