Unclaimed
Graham Van der lee is a financial advisor who has been in the industry since May 15, 2019. Graham is currently registered with Siebert Williams Shank & Co., LLC and holds the Series 63, 52TO, 7TO and SIE licenses. Graham is registered in New York and holds an active status.
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.
1
2
NY
05/16/2019 - Present
Siebert Williams Shank & CO., LLC (NEW YORK NY)
BC
Issued 08/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Graham Van der lee is the right advisor for you? Invested Better is here to help.