Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul William Lee is a financial professional with over 15 years of experience in the industry. Paul is currently registered with Park Avenue Securities LLC and has previously worked with LPL Financial LLC, Lincoln Financial Securities Corporation, MML Investors Services, LLC, MSI Financial Services, Inc., OneAmerica Securities, Inc., Jefferson Pilot Securities Corporation, American General Securities Incorporated, and Cadaret, Grant & Co., Inc. Paul is a Series 6 and Series 63 licensed representative. Paul provides financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
10/05/2022 - Present
Park Avenue Securities LLC (INDIANAPOLIS IN)
IN
03/03/2020 - 09/12/2022
LPL FINANCIAL LLC (INDIANAPOLIS IN)
IN
09/10/2018 - 04/29/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
03/25/2017 - 05/05/2017
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IN
10/23/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
03/26/2008 - 04/28/2010
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
01/11/2007 - 04/01/2008
JEFFERSON PILOT SECURITIES CORPORATION (INDIANAPOLIS IN)
IL
01/31/2002 - 01/29/2007
AMERICAN GENERAL SECURITIES INCORPORATED (ELMHURST IL)
NY
03/17/2000 - 12/31/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 04/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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