Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee George Pappas is a registered representative with Flagship Harbor Advisors, LLC. Lee has been in the securities industry since August 3, 2008. Lee is licensed in the state of Massachusetts. The firm provides investment advisory services through Flagship Harbor Advisors, an independent investment advisor firm. The firm is separate from and independent of LPL Financial.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
MA
04/23/2012 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
MA
08/04/2008 - 04/17/2012
EDWARD JONES (WINCHESTER MA)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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