Unclaimed
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.
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.
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.
1
2
MI
09/22/2011 - Present
Multi-Bank Securities, Inc. (SOUTHFIELD MI)
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
Active
Inactive
F
FINRA
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