Unclaimed
Olivia Elizabeth Lee is a financial advisor with Campbell Lutyens & Co. Inc., a firm based in New York City. Olivia is a Series 7TO, Series 63, and SIE licensed representative. Olivia has been active in the industry since August 2023.
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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2
NY
08/16/2023 - Present
Campbell Lutyens & Co. Inc. (NEW YORK NY)
BC
Issued 08/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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