Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Lee is a financial advisor with over 25 years of experience in the industry. Robert has been with Northwestern Mutual Investment Services, LLC since 1995. Previously, Robert worked with Robert W. Baird & Co. Incorporated for 3 years. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6 and Series 63 licenses. Robert is a licensed financial advisor in Arizona and Tennessee and is an active member of the financial services industry.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
TN
03/27/1995 - Present
Northwestern Mutual Investment Services, LLC (MEMPHIS TN)
WI
05/07/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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