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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daniel Lee is a financial advisor with Raymond James Financial Services Advisors, Inc. based in San Ramon, CA. Jeffrey Lee has been working in the financial industry since June 18, 2015 and holds Series 66, SIE, and Series 7 licenses. Jeffrey Lee's previous experience includes roles with SECURIAN FINANCIAL SERVICES, INC., and Wells Fargo Advisors, LLC. Jeffrey Lee's firm, Raymond James Financial Services Advisors, Inc., is headquartered in Saint Petersburg, FL and has over 5300 licensed agents and 5700 investment advisor representatives. The firm provides a range of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
05/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
CA
09/14/2016 - 05/31/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
11/17/2014 - 02/11/2016
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
BOTH
Issued 01/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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