Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlena? Claim Your ProfileMarlena Iris Lee is a registered investment advisor representative with Dimensional Fund Advisors LP. Marlena has been in the securities industry since 2008 and is licensed to provide investment advice in California and Texas. Marlena has a Series 66 license and also holds a Series 7 and Series 24 license. Marlena is a highly experienced and knowledgeable financial professional who is dedicated to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/05/2011 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 09/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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