Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graeme? Claim Your ProfileGraeme Lee is a financial advisor with LPL Financial LLC. Graeme has been in the financial services industry since 2008. Graeme holds the Series 66, Series 7, and SIE licenses. Graeme has experience working with individuals, businesses, and institutions. Graeme’s previous firms include KESTRA INVESTMENT SERVICES, LLC and UBS FINANCIAL SERVICES INC. Graeme has been registered with LPL Financial LLC since February 23, 2021. Graeme’s specialties include Financial Planning, Pension Consulting, Portfolio Management, and other advisory 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
02/23/2021 - Present
LPL Financial LLC (AUSTIN TX)
TX
10/26/2012 - 05/12/2020
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
NC
04/24/2012 - 08/14/2012
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
02/26/2010 - 04/24/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
12/23/2009 - 02/17/2010
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
02/13/2007 - 08/05/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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