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 Wolfe is a financial advisor with over 25 years of experience in the industry. Lee currently works with Stifel Independent Advisors, LLC and previously worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, LPL FINANCIAL LLC, and CIGNA FINANCIAL ADVISORS, INC. Lee is registered with the state of California, Tennessee and Texas. Lee has a strong track record of success in providing financial advice to a wide range of clients. Lee’s goal is to help clients reach their financial goals through a personalized approach.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/19/2022 - Present
Stifel Independent Advisors, LLC (WOODLAND HILLS CA)
CA
06/04/2012 - 04/25/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WOODLAND HILLS CA)
CA
08/11/1998 - 06/14/2012
LPL FINANCIAL LLC (WOODLAND HILLS CA)
CA
03/17/1998 - 08/25/1998
INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)
PA
05/08/1996 - 03/02/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 10/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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