Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malik? Claim Your ProfileMalik S Lee is a financial advisor at Felton & Peel Wealth Management, Inc. in Atlanta, GA. Malik has been in the financial industry since 2008, focusing on helping individuals and families achieve their financial goals. Malik specializes in retirement planning, college savings, and estate planning. Malik holds the Certified Financial Planner designation and has a strong commitment to providing clients with personalized financial advice. Malik also has experience as a member and CEO of Klondike Financial, LLC, which provides financial services through a mobile app. Malik has a deep understanding of the financial markets and is committed to helping clients make informed investment decisions. Malik is also a volunteer board member and treasurer of Church Without Walls Ministries.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
GA
06/28/2024 - Present
Felton & Peel Wealth Management, Inc. (Atlanta GA)
GA
09/06/2013 - 08/15/2018
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
GA
02/24/2011 - 07/15/2013
SECURITIES AMERICA, INC. (ATLANTA GA)
GA
12/10/2008 - 03/10/2011
METLIFE SECURITIES INC. (ATLANTA GA)
GA
01/15/2008 - 08/26/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 02/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Malik Lee is the right advisor for you? Invested Better is here to help.
