Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Michelle Lee is a financial advisor with PNC Investments, with over 20 years of experience in the financial services industry. Jennifer Michelle Lee has held positions at several prominent firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and Neuberger Berman LLC. Jennifer Michelle Lee is registered in New Jersey and New York and holds Series 7, 9, 10, 63, and 66 licenses. Jennifer Michelle Lee's areas of expertise include portfolio management for individuals and businesses. Jennifer Michelle Lee is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/26/2019 - Present
PNC Investments (NEW YORK NY)
NY
08/28/2015 - 10/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/23/2009 - 05/12/2015
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
04/14/2008 - 09/01/2009
NEUBERGER BERMAN LLC (NEW YORK NY)
PA
01/23/2004 - 04/17/2008
LEHMAN BROTHERS INC. (PHILADELPHIA PA)
NY
04/08/2000 - 01/26/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
09/29/1998 - 03/28/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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