Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonios? Claim Your ProfileAntonios Lee is an active investment advisor representative with Avantax Advisory Services. Antonios has been in the financial industry for over 30 years, and has held previous positions with WMA Securities, Inc. and H.D. Vest Investment Securities, Inc. Antonios is registered in California, Utah, and Washington. He is also registered as an investment advisor representative in California. Antonios is a Series 6, Series 7, Series 22, and Series 66 licensed professional.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
05/24/2011 - Present
Avantax Advisory Services (Brea CA)
GA
06/12/1998 - 10/13/1998
WMA SECURITIES, INC. (DULUTH GA)
TX
11/05/1987 - 06/10/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 01/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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