Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alfred Lee is a financial advisor who has been in the industry for over 25 years. Robert Lee is currently registered with Mariner Wealth and has offices in Highlands Ranch, CO. Robert Lee has previously worked with CHARLES SCHWAB & CO., INC., JOHN NUVEEN & CO., INCORPORATED, and FRANKLIN/TEMPLETON DISTRIBUTORS, INC. Robert Lee provides financial planning, portfolio management, and other investment services to individuals, families, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Family office services
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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CO
03/01/2021 - Present
Mariner Wealth (Highlands Ranch CO)
CO
04/29/1996 - 04/05/2012
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
IL
07/18/1994 - 06/22/1995
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
CA
03/11/1993 - 12/21/1993
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 06/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/18/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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