Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Lee is a registered investment advisor representative with Ashton Thomas Securities, LLC in Rochester, NY. Robert has been in the securities industry since February 2000. He is a Series 66, Series 7 and SIE licensed representative and holds registrations in Colorado, Hawaii, Mississippi, New York, and Virginia. Robert also worked as an investment advisor representative for ENSEMBLE FINANCIAL SERVICES, INC. from February 2000 to June 2011.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
09/01/2021 - Present
Ashton Thomas Securities, LLC (ROSCHESTER NY)
NY
02/21/2000 - 06/30/2011
ENSEMBLE FINANCIAL SERVICES, INC. (ROCHESTER NY)
BOTH
Issued 03/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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