Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Wilson is a financial advisor at Arkadios Wealth Advisors. Lee is a registered representative in the state of New York and holds the Series 66, Series 7TO, and SIE licenses. Lee has a background in real estate and has worked with various financial institutions in the past. They are passionate about helping clients achieve their financial goals through financial planning and portfolio management. Lee is committed to providing personalized advice and guidance to help clients make informed decisions about their financial future.
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.
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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NY
06/04/2024 - Present
Arkadios Wealth Advisors (East Rochester NY)
BOTH
Issued 05/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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