Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Rocco Paglia is an investment advisor representative with Faithward Advisors, LLC. Lee has been in the securities industry since 2023. Lee is registered with the state of Pennsylvania as an investment advisor representative (IAR). Lee holds the Series 66, Series 7TO and SIE licenses. Lee is a registered representative of Faithward Advisors, LLC and is also an investment advisor representative of Faithward Advisors, LLC. Lee has experience in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lee's advisory services include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Consulting 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.
Percentage of net worth/third party advisory fees
1
2
PA
11/21/2023 - Present
Faithward Advisors, LLC (LANCASTER PA)
BOTH
Issued 11/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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