Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lee is a financial advisor with Benjamin F. Edwards & Company, Inc. George has over 37 years of experience in the financial services industry. He is a Registered Representative and Investment Advisor Representative. George has a Series 3, 7, 8, 63, and 65 license.
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.
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2
CO
06/27/2024 - Present
Benjamin F. Edwards & Company, Inc. (Colorado Springs CO)
CO
07/30/2018 - 07/08/2024
AMERIPRISE FINANCIAL SERVICES, LLC (DENVER CO)
CO
03/14/2008 - 07/30/2018
WELLS FARGO CLEARING SERVICES, LLC (COLORADO SPRINGS CO)
CO
01/12/1999 - 03/25/2008
UBS FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
MO
05/11/1998 - 01/04/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
07/07/1997 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NJ
01/22/1986 - 07/02/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1993
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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