Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Martin Masquelier is a registered representative with Private Advisor Group, LLC. Lee has been in the financial services industry since 1986 and has experience with a variety of firms, including Citigroup Global Markets Inc. and Oppenheimer & Co., Inc. Lee has a variety of licenses and certifications including the Series 7 and 63, and the SIE and 65 exams. Lee's focus is on providing investment advisory services, financial planning, and portfolio management for individuals and businesses. Lee is registered with the state of New York and has licenses in several other states, including California, Colorado, Florida, Illinois, New Jersey, Virginia. Lee's experience and dedication to his clients make him a valuable asset to the financial services industry.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
05/24/2021 - Present
Private Advisor Group, LLC (REGO PARK NY)
NY
05/29/2007 - 02/11/2010
CITIGROUP GLOBAL MARKETS INC. (REGO PARK NY)
NY
06/01/1992 - 05/29/2007
CITICORP INVESTMENT SERVICES (REGO PARK NY)
NY
10/21/1987 - 11/12/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
08/23/1991 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
11/18/1986 - 10/23/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 05/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1986
Series 63 - Uniform Securities Agent State Law 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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