Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Edward Keeler is a financial advisor with over 39 years of experience in the industry. Lee is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the state of Alabama, Georgia and Texas. Lee has extensive experience in the financial industry and is registered in 29 states. Lee is also qualified to offer advisory services, with expertise in various areas including retirement planning, college savings, and estate planning. Lee and Merrill Lynch provide a wide range of investment options, including mutual funds, stocks, bonds, and other securities. Lee offers a wide range of services to clients, including investment advice, financial planning, retirement planning, and estate planning. Lee is committed to helping clients 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
05/06/1985 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
IA
Issued 08/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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