Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Steven Ravodowitz is a financial advisor with over 20 years of experience in the financial services industry. Lee is registered with A.G.P./Alliance Global Partners in Boca Raton, Florida. Lee specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, corporations, and businesses. Lee has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Sub-adviser of pooled investment vehicle charges a performance f
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2
FL
08/28/2020 - Present
A.g.p. / Alliance Global Partners (BOCA RATON FL)
FL
03/27/2015 - 08/31/2020
HERBERT J. SIMS & CO, INC. (BOCA RATON FL)
NY
01/29/1998 - 04/15/2015
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
NA
12/20/1984 - 08/07/1985
EQUICO SECURITIES, INC.
NA
12/20/1984 - 08/07/1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1983
Series 3 - National Commodity Futures Examination
BC
Issued 04/01/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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