Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Christopher Lee is an Investment Advisor Representative associated with Confluence Financial Partners. Morgan Lee has been in the financial industry since 2019. Morgan Lee is registered with the state of Pennsylvania and Texas. Morgan Christopher Lee has experience working at Raymond James Financial Services, 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.
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.
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.
1
2
PA
03/07/2022 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
08/01/2019 - 07/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (McMurray PA)
BOTH
Issued 11/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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