Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Allan Abramovitz is an investment advisor representative with Prosperity Wealth Management, Inc., with over 27 years of experience in the financial services industry. Lee Allan Abramovitz is licensed in California, Colorado, Delaware, Maryland, Nevada, and Ohio. He specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Lee Allan Abramovitz previously worked with Founders Financial Securities LLC, Infinity Financial Services, LPL Financial LLC, Invest Financial Corporation, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company.
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.
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
NV
08/22/2023 - Present
Prosperity Wealth Management, Inc. (Stateline NV)
MD
11/09/2018 - 06/28/2021
FOUNDERS FINANCIAL SECURITIES LLC (Baltimore MD)
MD
05/10/2017 - 11/09/2018
INFINITY FINANCIAL SERVICES (Baltimore MD)
MD
08/27/2009 - 05/16/2017
LPL FINANCIAL LLC (BALTIMORE MD)
MD
06/16/2008 - 09/02/2009
INVEST FINANCIAL CORPORATION (BALTIMORE MD)
MD
07/12/1994 - 06/17/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (LUTHERVILLE MD)
MD
07/12/1994 - 04/18/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (LUTHERVILLE MD)
IA
Issued 12/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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