Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Flippen Courtright is a financial advisor with over 30 years of experience in the financial services industry. Lee has a broad range of experience working with both individuals and institutions. Lee is currently a registered representative with Osaic Wealth, Inc. and has previously held positions with Securities America, Inc., Cetera Advisors LLC, and Financial Network Investment Corporation. Lee holds a variety of licenses and certifications including the Series 7, 24, 26, 31, and 63. Lee also holds the Certified Financial Planner and Chartered Financial Consultant designations. Lee is committed to providing personalized financial advice to help 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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
06/14/2024 - Present
Osaic Wealth, Inc. (STEVENS POINT WI)
WI
11/09/2016 - 06/14/2024
SECURITIES AMERICA, INC. (STEVENS POINT WI)
WI
08/20/1991 - 11/10/2016
CETERA ADVISORS LLC (STEVENS POINTS WI)
CA
02/19/1988 - 08/21/1991
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
04/24/1982 - 12/16/1987
SENTRY EQUITY SERVICES, INC.
NA
09/12/1972 - 06/28/1980
SENTRY EQUITY SERVICES, INC.
NA
11/19/1968 - 10/15/1972
INA SECURITY CORPORATION
BC
Issued 04/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/15/1987
Series 24 - General Securities Principal Examination
BC
Issued 08/06/1982
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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