Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee D. Schmidt is a financial advisor with Edward Jones, located in HERMITAGE, PA. Lee has been in the financial services industry since 1995. Lee holds Series 3, 6, 7, and 66 securities licenses and is registered in multiple states. Lee has a strong background in financial planning, pension consulting and portfolio management. Lee is committed to providing individual clients and businesses with the guidance and support they need to achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
PA
03/07/2019 - Present
Edward Jones (HERMITAGE PA)
MA
11/15/1988 - 12/12/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/15/1988 - 12/12/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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