Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee James Couture is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. Lee has been in the financial services industry for over 30 years and holds a Series 63 and Series 65 license, as well as a Series 6 license. Lee has worked with a variety of firms including Jefferson Pilot Securities Corporation, Polaris Financial Services, Inc., and First Investors Corporation. Lee is also a board member and volunteer for Habitat for Humanity. In addition to being an investment advisor representative, Lee is also an advisory representative for Cambridge Investment Research, Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CT
11/14/2024 - Present
Cambridge Investment Research Advisors, Inc. (ew London CT)
IN
07/08/2000 - 10/23/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
10/23/1990 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NJ
01/01/1990 - 10/18/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lee Couture is the right advisor for you? Invested Better is here to help.
