Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Robertson is a registered investment advisor representative. Lee Robertson is associated with 1919 Investment Counsel, LLC. Lee Robertson has been in the securities industry for over 20 years. Lee Robertson has a Series 3, 7, 63, and 65 licenses. Lee Robertson has been employed by 1919 Investment Counsel, LLC since 2005. Previously, Lee Robertson was employed by Deutsche Bank Securities Inc. and Scudder Investor Services, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Nondiscretionary investment advice and certain family office 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.
A percentage of the total value of assets under management is charged.
Asset-based fees for nondiscretionary model advice
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2
NY
01/04/2005 - Present
1919 Investment Counsel, LLC (NEW YORK NY)
NY
10/21/2003 - 01/13/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/16/2000 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2001
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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