Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Gottlieb is a financial professional with over 20 years of experience in the financial services industry. Lee has a Series 6, 7, 63, and 65 licenses and has been registered with the state of New Jersey since 1996. Lee is currently a Registered Representative of Osaic Wealth, Inc., a leading provider of financial planning, investment management, and retirement planning services. Prior to joining Osaic Wealth, Inc., Lee was a Registered Representative of Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Lee has a proven track record of success in helping individuals and families achieve their financial goals. Lee is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.
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.
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
NJ
11/02/2018 - Present
Osaic Wealth, Inc. (LINWOOD NJ)
NJ
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LINWOOD NJ)
NJ
03/10/2010 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LINWOOD NJ)
NJ
06/08/2004 - 01/07/2010
HORNOR, TOWNSEND & KENT, INC. (LINWOOD NJ)
CA
09/09/2002 - 06/01/2004
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NY
09/09/1996 - 09/04/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/09/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lee Gottlieb is the right advisor for you? Invested Better is here to help.
