Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ser? Claim Your ProfileSer Lee has been in the financial industry since September 1993. Ser holds the Series 6 and Series 63 licenses and the SIE certification. Ser Lee is currently registered in Arkansas, California, Iowa, Minnesota, Missouri, and Wisconsin. Ser works at PFS Investments Inc. Ser is a registered representative of PFS Investments Inc.
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.
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.
1
2
MN
09/08/1993 - Present
PFS Investments Inc. (SAINT PAUL MN)
BC
Issued 03/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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