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 Rawiszer is a financial advisor with over 39 years of experience in the industry. Lee has a long history of working with individual clients, high-net-worth individuals, and pension and profit-sharing plans. Currently, Lee is a registered representative of LPL Financial LLC and an investment advisor representative of Trivium Point Advisory, LLC, a registered investment advisor firm. Lee provides investment advisory services and financial planning through Trivium Point Advisory, LLC, a separate and independent firm from LPL Financial. Lee is also a Certified Public Accountant (CPA) and offers tax preparation and accounting services.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CT
06/05/2018 - Present
Trivium Point Advisory, LLC (WESTPORT CT)
CT
05/11/2018 - 12/15/2023
PURSHE KAPLAN STERLING INVESTMENTS (Westport CT)
CT
05/02/2003 - 05/30/2018
KESTRA INVESTMENT SERVICES, LLC (WESTPORT CT)
DE
08/22/1986 - 05/12/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
05/10/1984 - 08/18/1986
NEW YORK LIFE SECURITIES CORP.
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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