Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Turner Revels is an investment advisor with Equity Services, Inc. located in Montpelier, Vermont. Lee has been in the financial services industry since 1995 and has worked for a number of prominent firms, including Thrivernt Investment Management Inc., Symetra Securities, Inc., and Lincoln Financial Distributors, Inc. Lee is a Series 6, 7, 10, 24, 63, and 65 licensed investment advisor.
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.
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
VT
09/14/2021 - Present
Equity Services, Inc. (MONTPELIER VT)
TX
08/31/2020 - 08/11/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Allen TX)
WA
02/27/2015 - 11/01/2019
SYMETRA SECURITIES, INC. (BELLEVUE WA)
PA
10/09/2013 - 01/26/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
OH
09/02/2008 - 10/14/2013
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CO
02/19/2008 - 08/12/2008
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
CT
03/14/2005 - 02/11/2008
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MA
08/12/2002 - 11/22/2004
MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
IL
04/18/2000 - 05/30/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
TX
09/18/1997 - 04/27/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
RI
09/02/1993 - 08/21/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 06/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 02/25/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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