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 20 years of experience in the financial services industry. Robert is currently registered with Oneamerica Securities, Inc. Robert specializes in a wide range of financial services including portfolio management, financial planning, pension consulting, and educational seminars. Robert is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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
AL
08/08/2019 - Present
Oneamerica Securities, Inc. (Hoover AL)
AL
05/29/2003 - 06/21/2019
PRINCIPAL SECURITIES, INC. (Birmingham AL)
IA
Issued 04/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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