Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Scott Bolnick is a financial advisor with J.p. Morgan Securities LLC in Jersey City, New Jersey, with over 20 years of experience in the financial services industry. Lee is registered with the state of Texas, and holds Series 6, 7, 63, 66, and SIE licenses. Lee has previously worked with firms such as PNC Investments, BBVA Securities, and ProEquities. Lee's specializations include retirement planning, education planning, estate planning, college savings, and insurance. Lee has a designation as a Chartered Financial Consultant.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NJ
03/24/2023 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
TX
09/17/2021 - 01/20/2023
PNC INVESTMENTS (HOUSTON TX)
TX
04/30/2019 - 09/17/2021
BBVA SECURITIES INC. (HOUSTON TX)
TX
03/07/2016 - 04/22/2019
PROEQUITIES, INC. (SUGAR LAND TX)
NC
01/17/2014 - 07/13/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
IL
06/12/2012 - 06/21/2012
FORESIDE FUNDS DISTRIBUTORS LLC (CHICAGO IL)
NY
11/09/2001 - 03/28/2005
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 06/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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