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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 Turmail is a financial advisor with Ameriprise Financial Services, LLC. Lee has been in the financial services industry since June 1997. Lee is registered to provide investment advice in 33 states and is also a Certified Financial Planner. Lee has previously been registered with other firms including WELLS FARGO CLEARING SERVICES, LLC and MORGAN STANLEY. Lee is a leader in the financial industry with expertise in asset allocation services, financial planning, portfolio management, and pension consulting.
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.
Asset allocation services
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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FL
09/01/2021 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
04/02/2015 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
06/01/2009 - 04/15/2015
MORGAN STANLEY (BOCA RATON FL)
FL
02/27/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
01/10/2006 - 03/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
MN
06/09/1997 - 01/09/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/09/1997 - 01/09/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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