Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Rolland Lee is a financial advisor with over 30 years of experience in the industry. Terrance is currently registered with LPL Financial LLC. Terrance has been with LPL Financial LLC since October 31, 2003. Before joining LPL Financial LLC, Terrance was previously registered with Correll Co. Investment Services Corp., Secura Investments, Inc., Walnut Street Securities, Inc., Lutheran Brotherhood Securities Corp., Penn Mutual Equity Services, Inc., and Manequity, Inc. Terrance holds a Series 63, Series 15, and Series 7 licenses. Terrance is also registered in Michigan.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
10/31/2003 - Present
LPL Financial LLC (SAGINAW MI)
IL
11/01/1996 - 10/30/2003
CORRELL CO. INVESTMENT SERVICES CORP. (HICKORY HILLS IL)
WI
01/18/1995 - 10/28/1996
SECURA INVESTMENTS, INC. (APPLETON WI)
CA
03/12/1993 - 12/31/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
05/15/1991 - 03/12/1993
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
PA
02/10/1989 - 05/21/1991
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
MA
11/03/1987 - 02/08/1989
MANEQUITY, INC. (BOSTON MA)
MI
11/25/1983 - 11/06/1987
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
BC
Issued 11/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terrance Lee is the right advisor for you? Invested Better is here to help.
