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Sabrina Prescott Lee

Navy Federal Investment Services, LLC

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About Sabrina Prescott Lee

Sabrina Prescott Lee is a financial advisor in Lexington Park, Maryland with over five years of experience in the financial services industry. Sabrina works with clients to help them develop and implement financial plans that fit their goals and needs. Sabrina is registered with Navy Federal Investment Services, LLC, a firm that has been providing financial services to members of the Navy Federal Credit Union since 1994. Sabrina has passed the SIE, Series 7TO, and Series 66 exams, demonstrating a strong understanding of financial markets. Sabrina specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers, all of which are services that Navy Federal Investment Services, LLC offers.

Firm Information

Sabrina Lee is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sabrina Lee’s Registration & Firm History

MD

10/22/2021 - Present

Navy Federal Investment Services, LLC (LEXINGTON PARK MD)

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Licenses & Designations

BOTH

Issued 10/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sabrina Prescott Lee.
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