Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Kroening has been working in the financial industry since 1988, primarily with Lincoln Investment. Lee is a Certified Financial Planner™ professional registered in 49 states and a registered investment advisor in New York and Pennsylvania. Lee currently works in the Amherst, NY branch of Lincoln Investment, and also has an office in Palm Beach Gardens, FL. Lee has experience with a wide range of financial services, including portfolio management for individuals and businesses, financial planning and the selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
04/05/2019 - Present
Lincoln Investment (Amherst NY)
NY
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (GETZVILLE NY)
FL
08/25/1988 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 08/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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