Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Melvin is a financial advisor with Steward Partners Investment Advisory, LLC. Lee has been in the industry since 2004 and has extensive experience in the financial services industry. Lee Melvin holds a Series 66, Series 53, Series 24, Series 57TO, SIE, Series 55, and Series 7 license. Lee is currently registered in 29 states and has been registered with Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory, LLC, and Steward Partners Investment Advisory, LLC. Lee specializes in providing financial planning, portfolio management, and pension consulting services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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OR
07/25/2024 - Present
Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)
OR
01/26/2004 - 11/19/2010
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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