Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Hales Lee has been working in the financial services industry since 1996. Edward is currently registered as a Registered Representative and Investment Adviser Representative with Lincoln Investment, a firm based in Fort Washington, Pennsylvania. Edward is also a licensed insurance agent selling fixed annuities, life insurance, accident and health insurance, and equity indexed annuities. In addition, Edward is the owner of a music production business and a choir director. Edward has extensive experience working with individuals, corporations, and charitable organizations. Edward is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
12/01/2005 - Present
Lincoln Investment (LUTZ FL)
CA
02/10/2005 - 10/03/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
MN
05/02/2002 - 02/11/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IN
08/05/1998 - 05/01/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
04/17/1996 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
IA
Issued 05/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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