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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Bollhorst is a financial advisor with Ameriprise Financial Services, LLC. Lee has been in the industry since 1999 and has a broad range of experience. Lee is a licensed representative in Maryland and Texas and is also registered as an Investment Advisor Representative. Lee has passed the Series 7, Series 63, Series 65, and SIE exams. Lee has experience working with a variety of clients, including individuals, businesses, trusts, estates, and charitable organizations. Lee has worked for both Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Lee is committed to providing personalized financial advice and helping clients reach 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MD
06/26/2009 - Present
Ameriprise Financial Services, LLC (ANNAPOLIS MD)
MD
08/03/2009 - 11/23/2010
SECURITIES AMERICA, INC. (SEVERNA PARK MD)
MD
04/19/1999 - 06/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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