Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Eugene Lee is a financial advisor with Park Avenue Securities LLC. Samuel has been in the financial industry since 1990 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Samuel is a Chartered Financial Consultant and holds Series 6, 7, 63, and 65 licenses. Samuel specializes in financial planning, portfolio management, and investment advice for individuals, high-net-worth individuals, and businesses. Samuel provides educational seminars and selects other advisors for his clients. Samuel is also a registered investment advisor in Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Maryland, New Mexico, North Carolina, Oklahoma, Rhode Island, South Carolina, Tennessee, Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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GA
07/17/2009 - Present
Park Avenue Securities LLC (CARTERSVILLE GA)
NY
02/05/1990 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 09/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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