Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Rachel Lindberg is a registered investment advisor representative with Fiduciary Counselling Inc., and has been with the firm since October 2024. Lee Rachel Lindberg has been in the industry since December 2006, and holds a Series 65 license. Lee Rachel Lindberg is a Certified Financial Planner™ professional.
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.
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.
Strategy/allocation advice for investment companies and private funds; investment recommendations for private funds
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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WA
10/31/2024 - Present
Fiduciary Counselling Inc. (TACOMA WA)
IA
Issued 11/21/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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