Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Lee is a registered representative with Charles Schwab & CO., Inc. and has been in the industry since August 11, 2024. Katelyn Lee is registered in Georgia. Katelyn Lee has passed the Series 7TO and SIE exams. Katelyn Lee is also a bartender at 52 West Brewing.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
GA
09/12/2024 - Present
Charles Schwab & CO., Inc. (Alpharetta GA)
BC
Issued 08/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Katelyn Lee is the right advisor for you? Invested Better is here to help.
