Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Sylvan Lee is a financial advisor with LPL Financial LLC. Kenneth has been in the financial services industry since 1986 and has experience with a variety of clients, including individuals, corporations, and charitable organizations. Kenneth is registered to offer securities in Minnesota, North Dakota, and South Dakota. Kenneth is also a Series 6 and Series 63 licensed representative. Kenneth specializes in financial planning, portfolio management, and investment advisory services. Kenneth was previously affiliated with National Planning Corporation and 1717 Capital Management Company.
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.
Consulting and other non-discretionary advisory services
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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MN
11/29/2017 - Present
LPL Financial LLC (FERGUS FALLS MN)
MN
11/01/2007 - 11/29/2017
NATIONAL PLANNING CORPORATION (FERGUS FALLS MN)
MN
09/10/1998 - 10/19/2007
1717 CAPITAL MANAGEMENT COMPANY (FERGUS FALLS MN)
MO
04/23/1986 - 09/15/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 05/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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