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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Michael Cabelof is a financial advisor with Morgan Stanley. Lee has over 30 years of experience in the financial services industry. Lee has a broad range of experience and holds numerous licenses and certifications, including Series 6, 7, 24, 63, and 65. Lee currently holds registrations in several states. Lee previously worked for several other financial firms including BANC One Securities Corporation, First Chicago NBD Investment Services, PNC Brokerage Corp, GNA Securities, Inc., and PAMCO Securities and Insurance Services. Lee provides a range of services to clients, including financial planning, investment management, portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
03/26/2020 - Present
Morgan Stanley (Birmingham MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
05/12/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
IL
02/01/1999 - 05/23/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
06/09/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
PA
08/18/1994 - 02/26/1997
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
09/20/1991 - 06/06/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
08/01/1991 - 08/27/1991
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
02/24/1989 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
IA
Issued 02/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1996
Series 4 - Registered Options Principal Examination
BC
Issued 04/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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