Unclaimed
Lee Tawil is a financial advisor with Neuberger Berman BD LLC. Lee has been working in the financial services industry since 1992. Lee holds Series 7, Series 63, and SIE licenses and is registered in 33 states. Lee is a Chartered Financial Analyst and has been associated with Neuberger Berman, LLC since 2003. Lee specializes in providing financial advice and portfolio management services to individual and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/09/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
02/24/1992 - 12/12/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 08/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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