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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 Claymore is a financial advisor with Cetera Investment Advisers LLC. Lee has been in the financial services industry for over 30 years and holds the Series 7, Series 63, and SIE licenses. Lee is also a Certified Financial Planner (CFP®). Lee has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Lee provides a range of financial services, including financial planning, portfolio management, and retirement planning. Lee has previously worked at Parkland Securities, LLC, Walnut Street Securities, Inc., Workman Securities Corporation, GDN Securities, LTD., AMEV Investors, Inc., and Chatfield Dean & Co., Inc. Lee specializes in financial planning, portfolio management, and retirement planning. 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.
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 10/4/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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