Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Marita Lee is an Investment Advisor Representative at Glassman Wealth Services, LLC. Candace is registered to provide investment advisory services in the District of Columbia, Maryland, Texas and Virginia. Candace has been in the financial services industry since 2015 and has held roles at FJY Financial and Glassman Wealth Services, LLC. Candace holds the Certified Financial Planner designation. Candace's specializations include working with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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VA
06/20/2017 - Present
Glassman Wealth Services, LLC (VIENNA VA)
Active
Inactive
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