Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Benjamin Richlin is a financial advisor with Fidelity Personal And Workplace Advisors. Lee is a Certified Financial Planner and has been in the financial industry since 2014. Lee has Series 7, Series 63, and Series 66 securities licenses and is registered in 29 states. Lee has been with Fidelity since 2019 and has previously worked at The Vanguard Group and Fidelity Brokerage Services LLC.
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.
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.
1
2
CA
12/04/2020 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
PA
08/10/2017 - 12/23/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
07/21/2014 - 07/27/2017
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
BOTH
Issued 10/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Lee Richlin is the right advisor for you? Invested Better is here to help.
