Unclaimed
Lee Harrington Quarrier is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Lee has been a registered representative since 2006 and has experience in a variety of industries. Lee has a broad range of licenses, including Series 63, Series 66, and Series 7. Lee holds current registrations in Texas and Florida. Lee has a specialization in working with individuals, businesses, corporations, investment companies, pension plans, and insurance companies. Lee previously worked at Gemstone Securities LLC and E*TRADE Securities LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/19/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
09/12/2008 - 11/17/2008
GEMSTONE SECURITIES LLC (CLEARWATER FL)
FL
10/17/2006 - 11/29/2007
E*TRADE SECURITIES LLC (TAMPA FL)
BOTH
Issued 11/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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