Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Lashombe is a financial advisor with Key Investment Services LLC. Lee has been in the industry since August 20, 2009. Lee is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) and is licensed to provide financial services in 51 states. Lee specializes in working with individuals, families, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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OH
03/26/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
03/27/2015 - 09/21/2016
LPL FINANCIAL LLC (WILTON NY)
NY
08/14/2009 - 03/20/2015
KEY INVESTMENT SERVICES LLC (CLIFTON PARK NY)
BOTH
Issued 05/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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