Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Zeplowitz is a financial advisor with Equitable Advisors, LLC. Lee has been working in the financial services industry since 1987. Lee is registered with the Securities and Exchange Commission (SEC) and with the state of Delaware, New Jersey, and Pennsylvania. Lee is a Series 7, Series 63 and Series 65 licensed professional. Lee specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services. Lee is also a board member of the Planned Giving Advisory Committee at the Boy Scouts of American Cradle of Liberty Council since 2020.
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
PA
08/19/2002 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
04/19/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
FL
11/25/1987 - 04/19/1990
INVESTACORP, INC. (MIAMI FL)
IA
Issued 07/09/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1987
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
F
FINRA
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