Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Lee is a financial professional with over 15 years of experience in the industry. Michael currently is a registered representative with Corebridge Capital Services, Inc. Michael has been registered in multiple states including Georgia, North Carolina and South Carolina. Michael has experience in the investment industry that began with Lincoln Financial Distributors, Inc. in 2007. Michael holds the Series 6 and Series 63 licenses, as well as the SIE. Michael has a strong track record of providing financial advice and investment management services to individuals and families.
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.
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.
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CA
05/18/2022 - Present
Corebridge Capital Services, Inc. (WOODLAND HILLS CA)
PA
08/09/2007 - 05/10/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 08/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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