Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Ann Parece is a registered representative with Robert W. Baird & Co. Inc. since January 2010. Lee Ann has been in the securities industry for over 16 years. Previously, Lee Ann was registered with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Lee Ann holds Series 66, Series 7 and SIE licenses and is registered in over 20 states. Lee Ann is a specialist in helping clients with their investment needs. Lee Ann is dedicated to providing her clients with personalized attention and investment strategies that are tailored to their individual needs. Lee Ann is committed to building long-term relationships with her clients based on trust and transparency.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
VA
01/08/2010 - Present
Robert W. Baird & Co. Inc. (Lynchburg VA)
VA
06/01/2009 - 01/27/2010
MORGAN STANLEY SMITH BARNEY (LYNCHBURG VA)
VA
06/27/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LYNCHBURG VA)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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