Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Johnson Hinson is a financial advisor with over 40 years of experience in the financial services industry. Lee currently works with Raymond James Financial Services Advisors, Inc. in Costa Mesa, CA and San Francisco, CA. Prior to working with Raymond James Financial Services Advisors, Inc., Lee was a registered representative with Wachovia Securities, LLC, Prudential Securities Incorporated, and PaineWebber Incorporated. Lee is a licensed investment advisor and has held various positions within the industry. Lee also has experience in providing investment advice and services to individuals, corporations, and other business entities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
10/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Costa Mesa CA)
MO
07/01/2003 - 11/10/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/26/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/16/1990 - 01/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/24/1980 - 01/14/1989
PAINEWEBBER INCORPORATED
IA
Issued 10/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 15 - Foreign Currency Options Examination
BC
Issued 03/18/1996
Series 3 - National Commodity Futures Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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