Unclaimed
Jeremy R Lee is a financial advisor with Blue Owl Securities, a firm located in New York, NY. Jeremy has been in the financial services industry since April 13, 2017. Jeremy is a licensed securities professional, holding Series 7, Series 7TO, Series 63, and SIE licenses. Jeremy has been registered with the Financial Industry Regulatory Authority (FINRA) since December 26, 2023. Jeremy is also registered with the state of New York as a broker-dealer. Prior to joining Blue Owl Securities, Jeremy worked at BlackRock Investments, LLC.
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.
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2
NY
12/26/2023 - Present
Blue OWL Securities (New York NY)
NY
11/22/2013 - 08/04/2020
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
BC
Issued 02/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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