Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kevin Lee is a financial advisor registered with Allstate Financial Advisors, LLC. Patrick Kevin Lee has been in the financial industry since April 1996. Patrick Kevin Lee has a Series 6, 7, 63, 65, and 24 securities license and specializes in financial planning for individuals. Patrick Kevin Lee provides services to clients located in Michigan, Florida, Georgia, New York and Texas.
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.
Helps you choose top advisors aligned with your 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.
Third party advisory fees
1
2
MI
05/08/2023 - Present
Allstate Financial Advisors, LLC (White Lake MI)
MI
03/27/2006 - 08/16/2006
FIFTH THIRD SECURITIES, INC. (BLOOMFIELD HILLS MI)
OH
05/15/2002 - 03/17/2006
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
CA
03/26/2001 - 05/20/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MI
09/11/1998 - 04/02/2001
COMERICA SECURITIES (DETROIT MI)
NA
08/17/1998 - 09/08/1998
COMERICA SECURITIES
NY
04/17/1996 - 08/18/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
12/08/1989 - 12/11/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 03/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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