Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Angelo Lee is a financial advisor with LPL Financial LLC in DENMARK, ME. Michael has been in the financial services industry since 1983. Michael's career includes prior roles at NEXT FINANCIAL GROUP, INC., SAGEPOINT FINANCIAL, INC., PACIFIC WEST SECURITIES, INC., POLAR INVESTMENT COUNSEL, INC., INVESTORS CAPITAL CORP., ATLAS BROKERAGE COMPANY, L.P., SUNAMERICA SECURITIES, INC., NEW LIFE BROKERAGE SERVICES, INC., EBS BROKERAGE SERVICES, INC., FIRST MAINE SECURITIES CORP., and MONARCH SECURITIES, INC..
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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2
ME
07/30/2024 - Present
LPL Financial LLC (DENMARK ME)
ME
07/30/2013 - 07/31/2024
NEXT FINANCIAL GROUP, INC. (DENMARK ME)
MA
12/23/2011 - 08/01/2013
SAGEPOINT FINANCIAL, INC. (FRAMINGHAM MA)
ME
10/25/2006 - 12/23/2011
PACIFIC WEST SECURITIES, INC. (DENMARK ME)
ME
09/06/2002 - 10/25/2006
POLAR INVESTMENT COUNSEL, INC. (DENMARK ME)
MA
01/08/2001 - 09/26/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
PA
11/03/1999 - 01/02/2001
ATLAS BROKERAGE COMPANY, L.P. (WASHINGTON PA)
AZ
04/08/1991 - 11/08/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
ME
02/25/1987 - 04/17/1991
NEW LIFE BROKERAGE SERVICES, INC. (WATERVILLE ME)
NA
07/01/1986 - 03/09/1987
EBS BROKERAGE SERVICES, INC.
NA
10/11/1983 - 07/10/1986
FIRST MAINE SECURITIES CORP.
NA
07/15/1982 - 01/27/1983
MONARCH SECURITIES, INC.
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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