Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Westcott Lee is a registered representative with Janney Montgomery Scott LLC. Andrew Westcott Lee has been in the industry for over 24 years. Andrew Westcott Lee is currently registered in Pennsylvania as both a broker-dealer and an investment advisor. Andrew Westcott Lee has passed the Series 7TO, Series 63 and Series 65 exams and holds a SIE certification. Andrew Westcott Lee has worked for Lehigh Country Club and Janney Montgomery Scott LLC. Andrew Westcott Lee specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
06/26/2024 - Present
Janney Montgomery Scott LLC (ALLENTOWN PA)
IA
Issued 06/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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