Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Marvin Fortenberry is a financial advisor at Park Avenue Securities LLC with over 30 years of experience in the industry. Lee has worked in the financial services industry since 1992, holding positions with Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and Guardian Life Insurance Company of America. Lee holds a variety of licenses and certifications, including Series 6, 7, 8, 63, and 65. Lee is also a Certified Financial Planner and a Chartered Financial Consultant. Lee is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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2
PA
04/01/2019 - Present
Park Avenue Securities LLC (LANCASTER PA)
PA
09/02/1992 - 03/15/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (YORK PA)
WI
09/02/1992 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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