Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Anne Bloom is a financial advisor with over 20 years of experience in the financial services industry. Lee Anne Bloom is currently registered with Truist Advisory Services, Inc. and has been in the industry since 2001. Lee Anne Bloom has worked with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Lee Anne Bloom is licensed to provide financial advice in Florida, Georgia, Illinois, Maryland, Minnesota, and Virginia.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
07/12/2024 - Present
Truist Advisory Services, Inc. (VINGINIA BEACH VA)
FL
11/12/2010 - 04/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
06/01/2009 - 12/07/2010
MORGAN STANLEY SMITH BARNEY (WINTER PARK FL)
FL
05/25/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WINTER PARK FL)
FL
11/11/2002 - 06/22/2007
SUNTRUST INVESTMENT SERVICES, INC. (WINTER PARK FL)
MA
03/20/2001 - 03/26/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 11/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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