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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Paul Lee is a financial advisor with Highpoint Planning Partners. Samuel Paul Lee has been in the financial industry for over 8 years and has worked with a variety of clients, including high net worth individuals, corporations, and non-profit organizations. He is a Certified Financial Planner and is also registered as an Investment Advisor Representative (IAR) in Illinois. Samuel Paul Lee has previously worked at Kovack Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Kovitz Securities, LLC. Samuel Paul Lee is a member of the FINRA and is committed to providing his clients with the highest level of service and expertise.
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.
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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IL
02/28/2022 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
09/25/2018 - 02/18/2022
KOVACK SECURITIES INC. (Glenview IL)
IL
09/23/2014 - 06/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
12/02/2010 - 08/18/2011
KOVITZ SECURITIES, LLC (CHICAGO IL)
BOTH
Issued 10/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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