Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Gary Weinstein is a financial advisor with over 30 years of experience in the financial services industry. Lee is a registered representative of MML Investors Services, LLC and is licensed to sell securities in 16 states. Lee holds a Series 6, 7, and 63 licenses as well as the SIE exam. Lee is a Chartered Financial Consultant and is active in the financial community. Lee currently works with a variety of clients including individuals, corporations, and institutions. Lee specializes in providing financial advice and investment management services. Lee has a history of working with Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Lee is committed to providing clients with personalized financial advice and investment strategies to help them 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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
07/29/2022 - Present
MML Investors Services, LLC (WEST PALM BEACH FL)
FL
08/10/1990 - 07/12/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST PALM BCH FL)
WI
08/10/1990 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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