Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you W lee? Claim Your ProfileW Lee Bull is a financial advisor with over 24 years of experience in the financial services industry. W Lee Bull is currently registered with J.P. MORGAN SECURITIES LLC. W Lee Bull has also been previously registered with CHASE INVESTMENT SERVICES CORP., H&R BLOCK FINANCIAL ADVISORS, INC., and EDWARD D. JONES & CO., L.P.. W Lee Bull holds the Series 63, 65, 7, and SIE licenses. W Lee Bull is also a Certified Financial Planner.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (The Woodlands TX)
TX
01/15/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CONROE TX)
MI
10/21/1998 - 01/16/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
03/10/1998 - 09/14/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 5/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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