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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliane? Claim Your ProfileJuliane Ann Lee is a financial advisor with over 38 years of experience in the financial services industry. Juliane Ann Lee is currently registered with Lincoln Investment and Capital Analysts, both based in Waterford, MI. Juliane Ann Lee specializes in providing financial planning and investment management services for individuals, corporations and charitable organizations. Juliane Ann Lee holds the Series 6, 7, and 63 securities licenses and is also a Certified Financial Planner. Juliane Ann Lee's prior experience includes positions with GREAT AMERICAN ADVISORS, INC. and PMG SECURITIES CORPORATION.
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.
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.
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.
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2
MI
08/02/2010 - Present
Lincoln Investment (WATERFORD MI)
MI
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (WATERFORD MI)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
09/12/1984 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 09/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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