Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Calarco is an investment advisor representative with LPL Financial LLC, based in Fort Mill, South Carolina. Lee has been in the financial services industry since August 8, 2014. Lee is registered with the Securities and Exchange Commission and is licensed to sell securities in New York and South Carolina. Lee holds the Series 6, Series 7, Series 63, Series 65, Series 99TO, and SIE licenses. Before joining LPL Financial LLC, Lee worked at Neuberger Berman LLC and Neuberger Berman Management LLC. Lee provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
09/29/2023 - Present
LPL Financial LLC (FORT MILL SC)
NY
01/05/2016 - 09/13/2023
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
07/28/2014 - 06/30/2016
NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)
IA
Issued 04/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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