Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leesa? Claim Your ProfileLeesa Lee is a financial professional with over 17 years of experience in the financial services industry. Currently, Leesa Lee is registered with Innovation Partners LLC and is licensed in Texas. Prior to joining Innovation Partners LLC, Leesa Lee was associated with BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC., PARK AVENUE SECURITIES LLC, NYLIFE SECURITIES LLC, THE O.N. EQUITY SALES COMPANY, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, MML INVESTORS SERVICES, INC., and again with METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Leesa Lee holds the Series 6, Series 63 and SIE licenses. Leesa Lee specializes in providing financial planning and consulting services to qualified retirement plans.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
10/05/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
TX
04/10/2019 - 10/06/2021
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Austin TX)
TX
04/27/2015 - 04/02/2019
PARK AVENUE SECURITIES LLC (HOUSTON TX)
TX
03/09/2010 - 01/14/2015
NYLIFE SECURITIES LLC (HOUSTON TX)
TX
04/01/2008 - 12/09/2009
THE O.N. EQUITY SALES COMPANY (HOUSTON TX)
TX
02/24/2006 - 04/02/2008
METLIFE SECURITIES INC. (HOUSTON TX)
TX
02/24/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HOUSTON TX)
MA
09/01/2004 - 07/05/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/16/2003 - 08/30/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/16/2003 - 08/30/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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