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 Schreibstein is a financial professional with over 20 years of experience in the industry. Currently, Lee is registered with MUFG Securities Americas Inc. Lee holds a Series 79TO, Series 7, and Series 63 license.
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.
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.
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2
NY
09/30/2009 - Present
Mufg Securities Americas Inc. (NEW YORK NY)
CA
05/22/2008 - 02/05/2014
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
NY
08/23/2005 - 10/24/2006
MACQUARIE SECURITIES (USA) INC. (NEW YORK NY)
NY
05/01/2000 - 05/06/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/10/1997 - 05/01/2000
SCHRODER & CO. INC. (NEW YORK NY)
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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