Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allen Lee is a registered investment advisor representative with State Farm Investment Management Corp. Michael has been in the industry since 2008 and holds the Series 6, Series 63 and Series 65 licenses. Michael is registered in Maine and New Hampshire. Michael also owns Michael Lee's Insurance Agency, an insurance agency that provides insurance through State Farm Mutual Automobile Insurance Company and its affiliates. Michael is a partner in RL Development LLC, which is involved in investment or commercial property.
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.
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.
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ME
10/25/2024 - Present
State Farm Investment Management Corp. (Waterville ME)
IA
Issued 06/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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