Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett A. Lee is a financial advisor with over 7 years of experience in the industry. Brett currently works with LPL Financial LLC, specializing in providing a range of financial services to individuals, businesses, and charitable organizations. Brett has a strong background in both securities and investment advisory services, holding a Series 7 and Series 66 license, as well as the SIE exam certification. Before joining LPL Financial LLC, Brett was with CUNA BROKERAGE SERVICES, INC. and LPL Financial LLC, further expanding his experience and knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
WI
05/18/2022 - Present
LPL Financial LLC (ANTIGO WI)
WI
11/23/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (ANTIGO WI)
WI
07/30/2014 - 09/16/2016
LPL FINANCIAL LLC (MADISON WI)
BOTH
Issued 11/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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