Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manly? Claim Your ProfileManly Parks Lee Jr. is an Investment Advisor Representative at CreativeOne Wealth, LLC. Manly has been in the industry for over 30 years and holds licenses in Alabama. Manly provides financial planning, portfolio management, and educational seminars. Manly is a Chartered Financial Consultant and has experience working with individuals, high-net-worth individuals, investment companies, pension and profit-sharing plans, and charitable organizations. Prior to joining CreativeOne Wealth, LLC, Manly was an Investment Advisor Representative at Concourse Financial Group Securities, Inc. and MML Investors Services, 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.
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.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
AL
04/24/2023 - Present
Creativeone Wealth, LLC (Birmingham AL)
AL
05/10/2018 - 05/15/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
AL
03/25/2017 - 05/10/2018
MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)
AL
03/20/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
03/20/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BIRMINGHAM AL)
NY
07/11/1985 - 11/27/1989
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
05/09/1985 - 06/24/1985
PROTECTIVE EQUITY SERVICES, INC.
NA
07/11/1984 - 05/14/1985
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
01/25/1984 - 07/12/1984
BNL SECURITIES INC.
IA
Issued 02/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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