Unclaimed
Lee Ellwood is a registered representative with BNY Mellon Securities Corp. Lee Ellwood is registered in New Jersey. Lee Ellwood's professional experience includes working at Morgan Stanley Smith Barney LLC, American Century Investment Services, Inc. Lee Ellwood has passed the Series 63, Series 65 and Series 66 exams. Lee Ellwood's current firm, BNY Mellon Securities Corp, provides portfolio management for individuals and businesses. BNY Mellon Securities Corp sponsors a wrap fee program and serves as a portfolio manager or model provider to third-party wrap program sponsors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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MA
10/31/2024 - Present
BNY Mellon Securities Corp. (MARSHFIELD MA)
Active
Inactive
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