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 Scharenberg is a financial advisor with over 40 years of experience in the industry. Lee currently works for Osaic Advisory Services, LLC, and has been with the firm since November 2024. Lee specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
ID
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (COEUR DE'ALENE ID)
ID
12/11/2003 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (COEUR DE'ALENE ID)
WA
01/02/2003 - 12/12/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
WA
06/20/2000 - 12/31/2002
PACIFIC WEST SECURITIES, INC. (RENTON WA)
UT
04/16/1998 - 07/19/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
WA
06/12/2000 - 06/27/2000
RAGEN MACKENZIE INVESTMENT SERVICES, INC. (SEATTLE WA)
WA
12/21/1990 - 04/21/1998
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
NY
01/10/1986 - 01/14/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/16/1983 - 01/16/1986
FOSTER & MARSHALL INC.
IA
Issued 06/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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