Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dagmara? Claim Your ProfileDagmara T. Lee is a financial advisor with over 10 years of experience in the industry. She is currently registered with FEF Distributors, LLC and holds a Series 6, Series 63, and SIE licenses. Dagmara has previously worked at Neuberger Berman BD LLC, Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., JPMorgan Distribution Services, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. She is registered in New York and has a broad range of experience in financial services.
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.
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2
NY
05/03/2023 - Present
FEF Distributors, LLC (NEW YORK NY)
NY
06/09/2021 - 04/26/2023
NEUBERGER BERMAN BD LLC (NEW YORK NY)
TX
05/25/2019 - 05/12/2021
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
10/26/2018 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
09/11/2014 - 12/06/2016
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
10/01/2012 - 02/05/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/19/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BC
Issued 12/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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