Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Irene Lee is a financial advisor with over 27 years of experience in the financial services industry. Michele is currently registered with Avantax Advisory Services and Avantax Planning Partners, Inc. and has held previous roles with 1st Global Capital Corp., Scottrade, Inc., Legend Equities Corporation, and Sands Brothers & Co., Ltd. Michele is a Series 63, Series 66, Series 7, and Series 24 licensed professional and has been providing financial advice to a wide range of clients, including individuals, businesses, and retirement plans. Michele is committed to providing personalized financial guidance and 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NJ
10/25/2019 - Present
Avantax Advisory Services (PARSIPPANY NJ)
NJ
02/17/2005 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (PARSIPPANY NJ)
MO
11/21/2003 - 12/17/2004
SCOTTRADE, INC. (ST. LOUIS MO)
FL
04/15/2002 - 08/11/2003
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
NY
12/02/1993 - 10/30/2000
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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