Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Kirsten Skillman is a financial advisor with over 20 years of experience in the industry. Lee has a strong background in investments and financial planning. Currently, Lee is registered with J.P. Morgan Securities LLC in California and Texas and holds Series 7, 63 and 65 licenses. Lee's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors Financial Network, LLC, and Citigroup Global Markets Inc. Lee provides financial planning services to individuals, businesses, and institutions. Lee has a wide range of experience in investments, financial planning, and portfolio management.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/01/2015 - Present
J.p. Morgan Securities LLC (LA JOLLA CA)
CA
07/06/2010 - 08/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)
MO
02/07/2008 - 01/08/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
CA
04/24/2000 - 02/04/2008
CITIGROUP GLOBAL MARKETS INC. (RANCHO BERNARDO CA)
IN
01/28/2000 - 04/18/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
Issued 03/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lee Skillman is the right advisor for you? Invested Better is here to help.
