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Brian Gerald Lee

Multi-Bank Securities, Inc.

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About Brian Gerald Lee

Brian Gerald Lee is a financial advisor who has been working in the industry since 2011. Brian holds Series 7, Series 50, Series 63, and SIE licenses. Brian is currently registered with Multi-Bank Securities, Inc. and is licensed in Idaho, Illinois, Michigan, North Carolina, and South Carolina.

Firm Information

Brian Lee is currently registered with Multi-Bank Securities, Inc.. Multi-Bank Securities, Inc. is a corporation formed in 1987 and is registered to provide services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

103

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brian Lee’s Registration & Firm History

MI

09/22/2011 - Present

Multi-Bank Securities, Inc. (SOUTHFIELD MI)

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Licenses & Designations

BC

Issued 09/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 09/20/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Gerald Lee.
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