Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcella? Claim Your ProfileMarcella Ree Lees is a financial advisor with over 30 years of experience in the industry. Marcella has a strong background in investment services and financial planning. She is a registered representative with LPL Financial LLC and holds Series 7, 63, and 66 licenses, as well as the SIE exam. Previously, Marcella was affiliated with Ameriprise Financial Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/20/2024 - Present
LPL Financial LLC (ROSEVILLE CA)
CA
10/05/2009 - 03/25/2022
AMERIPRISE FINANCIAL SERVICES, LLC (ROSEVILLE CA)
CA
03/06/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ROSEVILLE CA)
CA
01/03/1991 - 03/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
BOTH
Issued 10/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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