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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Lee is a registered investment advisor representative with J.p. Morgan Investment Management Inc. Lawrence Lee is a securities professional with over 20 years of experience in the financial industry. Lawrence Lee holds a Series 7, Series 63, Series 86, and Series 87 license. Lawrence Lee has worked at various financial institutions throughout their career, including CIBC WORLD MARKETS CORP., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC OF AMERICA SECURITIES LLC. Lawrence Lee is currently registered with the state of Texas.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
01/22/2021 - Present
J.p. Morgan Investment Management Inc. (New York NY)
NY
04/12/2002 - 07/12/2006
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
06/19/2000 - 05/14/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/06/2000 - 03/31/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/17/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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