Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Kalotta is a financial advisor with Ameriprise Financial Services, LLC in Oakbrook Terrace, IL. Lee has over 15 years of experience in the financial services industry. Lee provides a range of financial services, including financial planning, asset allocation services, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.
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.
Asset allocation services
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
IL
01/10/2023 - Present
Ameriprise Financial Services, LLC (Oakbrook Terrace IL)
IL
01/04/2013 - 12/31/2014
KINGSBURY CAPITAL LLC (EVANSTON IL)
IL
01/14/2013 - 09/09/2013
SPENCER TRASK VENTURES, INC. (EVANSTON IL)
IL
05/20/2010 - 10/17/2012
LEUMI INVESTMENT SERVICES INC. (HIGHLAND PARK IL)
IL
07/09/2007 - 08/03/2009
BREWER FINANCIAL SERVICES, LLC (CHICAGO IL)
IL
10/04/2005 - 07/06/2007
USF SECURITIES, L.P. (CHICAGO IL)
IL
07/06/2005 - 09/13/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/17/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
02/08/2001 - 06/13/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 09/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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