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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Steven McCauley is a financial advisor registered with Raymond James Financial Services Advisors, Inc. with over 30 years of experience in the financial services industry. Lee Steven McCauley is a registered investment advisor and holds Series 63, 65, and 7 licenses. Lee Steven McCauley's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lee Steven McCauley specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Lee Steven McCauley's office is located in Akron, Ohio and Fort Myers, Florida.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
10/03/2017 - Present
Raymond James Financial Services Advisors, Inc. (AKRON OH)
OH
06/20/1984 - 10/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUDSON OH)
IA
Issued 06/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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