Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Hediger is a financial advisor with over 27 years of experience in the financial services industry. Lee is a registered representative and investment advisor representative and holds the Series 6, 7, 24, 51, 63 and 65 licenses. Lee is a Partner at Provenance Wealth Advisors, a firm based in Fort Lauderdale, Florida, that provides a wide range of financial services, including portfolio management, financial planning, and estate planning. Provenance Wealth Advisors manages over $2.6 billion in assets for individuals, families, trusts, foundations, businesses, and retirement plans. Lee has a strong track record of success in 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Portfolio consulting 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
FL
01/06/2025 - Present
Provenance Wealth Advisors (FORT LAUDERDALE FL)
FL
08/30/2013 - 08/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)
FL
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (MIAMI FL)
NY
03/08/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IN
06/01/1998 - 03/07/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
01/31/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 04/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/17/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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