Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chester? Claim Your ProfileChester William Lee is an investment advisor representative registered with Merit Financial Advisors. Chester has been in the financial services industry since 1997 and has worked for several firms, including ING Financial Partners, Inc., Investment Planners, Inc. and American General Securities Incorporated. Chester has a Series 6, 63, 65 and 26 license and is registered in Wisconsin. Chester specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, and charitable organizations. Chester is also a member of Store N Stuff MiniWarehouse Business, LLC.
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.
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.
Consulting fees
1
2
WI
01/24/2025 - Present
Merit Financial Advisors (Dodgeville WI)
WI
06/29/2007 - 05/16/2011
ING FINANCIAL PARTNERS, INC. (DODGEVILLE WI)
WI
01/05/2007 - 07/02/2007
INVESTMENT PLANNERS, INC. (DODGEVILLE WI)
WI
10/01/2002 - 12/20/2006
AMERICAN GENERAL SECURITIES INCORPORATED (DODGEVILLE WI)
TX
03/10/1997 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 04/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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