Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Scott Shae is an Investment Advisor Representative at Lee Financial Company, LLC, with a focus on providing investment advice to individuals, pensions, profit-sharing plans, trusts, estates, charities, corporations, and businesses. Benjamin has been with Lee Financial Company, LLC since December 2009. Benjamin holds a Series 65 license and is a Certified Financial Planner. Benjamin specializes in providing financial planning services, investment advice, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses
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.
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TX
10/21/2010 - Present
LEE Financial Company, LLC (DALLAS TX)
IA
Issued 10/17/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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