Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Piccarelli is a registered representative with HSBC Securities (USA) Inc. in Chatham, New Jersey. Lee has been in the industry since 2006. Lee has Series 66 and Series 7 licenses as well as SIE and Series 63 exams. Lee previously worked at E*TRADE SECURITIES LLC, Meyers Associates, L.P., Pointe Capital, Inc., Salomon Grey Financial Corporation and Great Eastern Securities, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
05/13/2024 - Present
Hsbc Securities (usa) Inc. (CHATHAM NJ)
NJ
02/05/2008 - 02/28/2008
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
08/31/2007 - 01/02/2008
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
NY
05/17/2007 - 08/15/2007
POINTE CAPITAL, INC. (STATEN ISLAND NY)
NY
01/24/2007 - 03/27/2007
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
NY
01/24/2006 - 04/27/2006
SALOMON GREY FINANCIAL CORPORATION (STATENS ISLAND NY)
NY
03/07/2006 - 04/04/2006
POINTE CAPITAL, LLC (STATEN ISLAND NY)
NY
09/22/2005 - 12/21/2005
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
TX
06/27/2005 - 09/30/2005
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
BOTH
Issued 05/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lee Piccarelli is the right advisor for you? Invested Better is here to help.
