Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Lee has been in the financial services industry for over 29 years. Patricia is currently a registered representative of TIAA-CREF Individual & Institutional Services, LLC, and has previous experience with PNC Investments and PRUCO Securities, LLC. Patricia is a Series 6, 7, 24, 51, 63 and 66 licensed professional, and holds registrations in 10 states including New York, New Jersey, Florida, Pennsylvania, Massachusetts, Tennessee, Connecticut, Delaware, Massachusetts and New Jersey.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
06/19/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NJ
03/01/2013 - 05/08/2015
PNC INVESTMENTS (WESTFIELD NJ)
NJ
05/18/1999 - 07/03/2012
PRUCO SECURITIES, LLC. (ISELIN NJ)
NY
08/03/1993 - 04/21/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 04/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Lee is the right advisor for you? Invested Better is here to help.
