Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Travis Claymore is a financial advisor with over 30 years of experience in the industry. Lee is a Certified Financial Planner and holds both Series 7 and Series 63 licenses. Lee has experience working with various clients including high-net-worth individuals, corporations, and charitable organizations. Lee currently works with Cetera Investment Advisers LLC. Previously, Lee worked with Parkland Securities, LLC, Walnut Street Securities, Inc., Workman Securities Corporation, GDN Securities, LTD., AMEV Investors, Inc., and Chatfield Dean & Co., Inc. Lee offers various services including financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (CENTENNIAL CO)
CO
09/15/2005 - 02/17/2015
PARKLAND SECURITIES, LLC (CENTENNIAL CO)
CA
01/30/1998 - 09/29/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
12/20/1993 - 01/29/1998
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
MN
01/07/1992 - 12/22/1993
GDN SECURITIES, LTD. (MINNEAPOLIS MN)
MN
05/24/1991 - 01/10/1992
AMEV INVESTORS, INC. (OAKDALE MN)
CO
09/19/1990 - 02/12/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 10/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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