Unclaimed
Lee Kim Brown is a financial advisor with Packerland Brokerage Services, Inc. Lee Kim Brown has over 27 years of experience in the financial services industry. Lee Kim Brown has a Series 7, Series 63, and Series 65 license. Lee Kim Brown is registered with the state of Arizona and Washington. Lee Kim Brown specializes in providing financial planning, pension consulting, and educational seminars to individuals, families, and businesses. Lee Kim Brown is also registered to provide investment advisory services to individuals and families. Lee Kim Brown's previous experience includes working as a financial advisor for First Financial Equity Corporation and Ameriprise Financial Services, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
01/07/2025 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
AZ
01/25/2010 - 01/14/2020
FIRST FINANCIAL EQUITY CORPORATION (Glendale AZ)
AZ
10/05/2009 - 02/04/2010
AMERIPRISE FINANCIAL SERVICES, INC. (SUN CITY AZ)
AZ
09/06/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SUN CITY AZ)
MO
03/02/1993 - 10/04/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 06/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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