Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Bethel is a financial advisor with Global Retirement Partners LLC. Lee has been in the financial services industry since April 1988 and is registered with the state of Virginia and Georgia as an Investment Advisor Representative. Lee is also a registered representative with FINRA and holds the Series 7, Series 63, and Series 65 licenses. Lee also holds the Chartered Financial Consultant designation. Lee has worked as a Financial Advisor at LPL Financial LLC, HUB International Investment Services Inc., and currently at Global Retirement Partners LLC.
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.
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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CA
04/03/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
VA
04/20/1988 - 07/01/2022
LPL FINANCIAL LLC (ALEXANDRIA VA)
IA
Issued 12/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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