Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Alan Schaeffer is a financial advisor with over 30 years of experience in the industry. Lee is a Registered Representative and Investment Advisor Representative of LPL Financial LLC. Lee is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and charitable organizations. Lee holds the Series 7, Series 24, and Series 63 securities licenses. Lee has worked with LPL Financial LLC since 2004. Before that, Lee was employed by Comerica Securities, FIMCO Securities Group, Inc., and OLDE Discount Corporation.
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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2
MI
02/01/2012 - Present
LPL Financial LLC (WARREN MI)
MI
07/21/1993 - 03/03/2004
COMERICA SECURITIES (DETROIT MI)
WI
03/12/1994 - 03/17/1994
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
MI
08/12/1991 - 04/16/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 09/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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