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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Ann Fatalo is a financial advisor with World Investment Advisors, LLC. Lee Ann has over 24 years of experience in the financial services industry. Lee Ann has a strong track record of helping clients achieve their financial goals. Lee Ann holds the Series 6, 7, and 66 securities licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Lee Ann is committed to providing her clients with personalized financial advice and guidance. Lee Ann has previously worked for firms such as Raymond James Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., and New England Securities.
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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MA
06/28/2024 - Present
World Investment Advisors, LLC (Walpole MA)
MA
01/24/2020 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Walpole MA)
MA
03/25/2017 - 01/27/2020
MML INVESTORS SERVICES, LLC (WELLESLEY MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
04/29/1999 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
BOTH
Issued 07/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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