Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Quenault is a financial advisor with UBS Financial Services Inc. Lee has been in the financial industry since 1988. Lee has experience with Citigroup Global Markets Inc., Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated, and Mostel & Taylor Securities Inc.. Lee is licensed to provide financial advice in 33 states. Lee is a registered representative of UBS Financial Services Inc. and offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
09/26/2023 - Present
UBS Financial Services Inc. (CALIFON NJ)
NJ
06/01/2009 - 06/04/2012
MORGAN STANLEY SMITH BARNEY (MORRISTOWN NJ)
NJ
04/09/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NY
06/17/1992 - 04/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
02/02/1989 - 05/13/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
11/25/1987 - 01/17/1989
MOSTEL & TAYLOR SECURITIES INC.
BC
Issued 11/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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