Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Ann Cosgrove is a financial advisor with over 25 years of experience in the financial services industry. Lee Ann is currently registered with LPL Enterprise, LLC and holds Series 7 and Series 63 licenses. Lee Ann has held prior roles at Securities America, Inc., Edward Jones, Dean Witter Reynolds Inc., and A. G. Edwards & Sons, Inc. Lee Ann is also a registered Investment Advisor Representative in Louisiana, Mississippi, and Texas. Lee Ann's experience includes providing financial planning and portfolio management services to individuals 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
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GA
11/14/2024 - Present
LPL Enterprise, LLC (ATLANTA GA)
NY
04/01/2022 - 05/23/2023
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
LA
07/09/2015 - 04/01/2022
SECURITIES AMERICA, INC. (COVINGTON LA)
LA
10/21/2010 - 07/21/2015
LPL FINANCIAL LLC (SLIDELL LA)
LA
04/21/2006 - 10/22/2010
EDWARD JONES (SLIDELL LA)
MO
04/02/1998 - 04/21/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/29/1998 - 04/22/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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