Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Julian Blackwell is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in Orlando, FL. Lee has been in the financial services industry since 1987. Lee holds FINRA Series 7, 24 and 63 securities licenses. Lee is also a registered Investment Advisor in Florida and Texas. Lee has been associated with Wells Fargo Advisors Financial Network, LLC since May 2009. Lee specializes in portfolio management for individuals and businesses, financial planning and investment consulting. Lee previously worked at JWGENESIS FINANCIAL GROUP, INC., CHATFIELD DEAN & CO., INC., and THOMAS JAMES ASSOCIATES, 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.
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.
Investment consulting services to institutional clients
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
08/25/2016 - Present
Wells Fargo Advisors Financial Network, LLC (ORLANDO FL)
FL
01/04/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
05/16/1991 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NY
04/15/1987 - 05/08/1991
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 06/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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