Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lancelot? Claim Your ProfileLancelot Lee is a financial advisor with Raymond James Financial Services Advisors, Inc. Lancelot has been in the financial industry since February 1999 and has experience working at other firms, including AIG Capital Services, Inc., Pacific Select Distributors, Inc., and Mutual Service Corporation. Lancelot is registered to provide investment advice in 12 states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
03/16/2023 - Present
Raymond James Financial Services Advisors, Inc. (HOUSTON TX)
NJ
02/07/2014 - 11/28/2022
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
01/18/2008 - 02/10/2014
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NJ
06/12/2007 - 01/14/2008
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
01/04/2005 - 06/01/2007
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
MA
01/02/2003 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
11/11/1999 - 01/02/2003
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BC
Issued 02/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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