Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Wayne Loper is an investment advisor representative with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Lee has been in the financial services industry since 1998. Lee's previous experience includes working for VOYA FINANCIAL ADVISORS, INC. and LINCOLN FINANCIAL ADVISORS CORPORATION. Lee holds Series 6, 63 and 65 licenses. Cetera Investment Advisers LLC has offices in El Paso, Texas and other locations. The firm offers a range of investment advisory services, including portfolio management, financial planning and pension consulting.
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.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (EL PASO TX)
TX
11/23/1999 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (EL PASO TX)
IN
01/01/1999 - 11/11/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/16/1998 - 10/23/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 05/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lee Loper is the right advisor for you? Invested Better is here to help.
