Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Allen Nysted is a financial advisor at Seacrest Wealth Management, LLC. Lee has over 30 years of experience in the financial services industry. Lee began their career at Blunt Ellis & Loewi Incorporated and has since held positions at Shearson Lehman Hutton Inc., Mesirow Investment Services, Inc., Mesirow Financial, Inc., CIBC World Markets Corp., A. G. Edwards & Sons, Inc., Wells Fargo Advisors, LLC and Seacrest Wealth Management, LLC. Lee has a broad range of experience in providing financial advice to individuals, businesses, and institutions. Lee is a licensed investment advisor representative and is registered to provide investment advice in Illinois.
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.
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
IL
01/04/2016 - Present
Seacrest Wealth Management, LLC (Lake Bluff IL)
IL
01/01/2008 - 09/03/2015
WELLS FARGO ADVISORS, LLC (LAKE FOREST IL)
IL
05/03/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAKE FOREST IL)
NY
07/06/1999 - 04/29/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IL
12/10/1993 - 07/02/1999
MESIROW FINANCIAL, INC. (CHICAGO IL)
NA
09/30/1988 - 01/01/1994
MESIROW INVESTMENT SERVICES, INC.
NA
07/05/1984 - 10/11/1988
SHEARSON LEHMAN HUTTON INC.
NA
03/23/1981 - 06/29/1984
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 08/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1989
Series 24 - General Securities Principal Examination
BC
Issued 09/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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