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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Hosler is a financial advisor registered with Fidelity Personal And Workplace Advisors in Westlake, Texas. Lee Hosler has been in the financial services industry since November 8, 2002. Prior to joining Fidelity Personal And Workplace Advisors, Lee Hosler worked for Fidelity Brokerage Services LLC. Lee Hosler holds Series 63, 66, 7, 9, 10 and SIE licenses and is registered in 52 states. Lee Hosler specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management 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.
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.
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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2
TX
01/13/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
09/17/2007 - 02/13/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/05/2007 - 08/24/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
11/07/2000 - 05/18/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 09/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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