Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Mutart is a financial advisor at LPL Financial LLC in Radnor, PA. Lee has been working in the financial industry since September 1997. Lee has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Lee is registered with the state of Pennsylvania and has passed the Series 6, 7, 24, and 63 exams. Lee's previous employers include M&T Securities, Inc., Hartford Funds Distributors, LLC, and Vanguard Marketing Corporation.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/09/2021 - Present
LPL Financial LLC (RADNOR PA)
MD
08/12/2019 - 06/09/2021
M&T SECURITIES, INC. (BALTIMORE MD)
PA
07/24/2013 - 06/20/2019
HARTFORD FUNDS DISTRIBUTORS, LLC (Wayne PA)
PA
07/15/1997 - 07/19/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lee Mutart is the right advisor for you? Invested Better is here to help.
