Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Revolinski is a financial advisor with over 20 years of experience. Lee is currently registered with Wealth Enhancement Advisory Services, LLC and has held prior registrations with LPL FINANCIAL LLC, PARK AVENUE SECURITIES LLC and GUARDIAN INVESTOR SERVICES CORPORATION. Lee holds Series 6, 7, and 63 licenses and is also a CERTIFIED FINANCIAL PLANNER™. Lee has experience working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Lee's specialties include retirement planning, college savings, estate planning, and investment management.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
WI
04/01/2019 - Present
Wealth Enhancement Advisory Services, LLC (GREEN BAY WI)
WI
01/04/2000 - 12/31/2014
LPL FINANCIAL LLC (GREEN BAY WI)
NY
05/03/1999 - 01/05/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/27/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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