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Nikola Lalovic

LESKO SECURITIES, INC.·VESTAL, New York
SIE, Series 7TO, Series 24, Series 66Clean record5 years registeredLESKO SECURITIES, INC.
400 PLAZA DRIVE, VESTAL, NY 13850CRD# 6513315Firm CRD# 10091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nikola Lalovic · VESTAL, NY
Registration
CRD #6513315 · LESKO SECURITIES, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

Mar 2023present
Dec 2020present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 66
Registration record
First registered · December 19, 2020
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
Introduction

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05

Frequently Asked Questions

What services does Nikola Lalovic offer?
Nikola Lalovic specializes in Financial Planning, Investment Management. Contact their office in VESTAL, New York for a consultation.
What are Nikola Lalovic's credentials?
Nikola Lalovic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nikola Lalovic located?
Nikola Lalovic 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 Nikola Lalovic charge for services?
Nikola Lalovic'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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