Lester Joseph Tadej

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 10/2017
  National Planning Corporation
  Glendale, AZ
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Glendale, AZ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2017-10-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Scottsdale, AZ
• 2011-06-17 → 2017-10-13
  National Planning Corporation
  Glendale, AZ

Other Businesses

1. LESTER J TADEJ POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 10101 N Arabian Trail #1053 Scottsdale, AZ 85258, United States DESCRIPTION: sales and marketing of fixed annuities 2. LESTER TADEJ POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 10101 N Arabian Trl Unit 1053, Scottsdale AZ 85258, United States DESCRIPTION: sales of fixed annuities only

Exams

• S66 Uniform Combined State Law Examination
  2011-06-07
• S63 Uniform Securities Agent State Law Examination
  1987-01-29

Other Names

• Lester J Tady
• Lester J Tadey