Unclaimed
Lee David Paresky is a financial advisor with Commonwealth Financial Network and has been in the industry since June 1987. Lee David Paresky is registered in Massachusetts. Lee David Paresky specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Lee David Paresky is also a trustee for several client life insurance trusts.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
03/09/2006 - Present
Commonwealth Financial Network (WAYLAND MA)
Active
Inactive
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