Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Hirsch Hyatt is a financial advisor with over 30 years of experience in the financial services industry. Lee currently works at Fidelity Personal and Workplace Advisors and is registered as a broker and investment advisor. Lee's expertise lies in financial planning, portfolio management for individuals and businesses, and offering educational seminars. Lee has held previous roles with several firms including USA Financial Securities Corporation, Financial Network Investment Corporation, and Questar Capital Corporation.
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.
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
MA
10/08/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MN
12/14/2006 - 11/29/2011
USA FINANCIAL SECURITIES CORPORATION (SAINT LOUIS PARK MN)
MN
03/28/2005 - 12/20/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (ST. LOUIS PARK MN)
MN
05/07/2004 - 03/07/2005
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
NE
04/15/2002 - 05/12/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
01/06/2000 - 04/16/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
MN
08/20/1997 - 01/05/2000
OFFERMAN & COMPANY (MINNEAPOLIS MN)
MN
01/23/1996 - 08/20/1997
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NA
06/16/1993 - 10/17/1994
DAIN BOSWORTH INCORPORATED
MN
07/13/1989 - 06/14/1993
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NA
01/24/1986 - 05/20/1987
NORWEST INVESTMENT SERVICES, INC.
IA
Issued 12/3/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/4/1984
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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