Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilmot? Claim Your ProfileWilmot David Lee is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Greenwich, CT. Wilmot has been in the financial services industry since 1996. Wilmot holds the Series 7, Series 31, Series 63 and Series 65 licenses. In addition to working for Raymond James Financial Services Advisors, Inc., Wilmot is also a registered representative of Raymond James Financial Services, Inc. and is a licensed insurance agent with Capital Brokerage. Wilmot is licensed in 17 states, including Connecticut, Texas, Florida and New York. Wilmot specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses and charitable organizations. Wilmot has been a financial advisor for over 27 years and has extensive experience in the financial services industry.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
05/30/2024 - Present
Raymond James Financial Services Advisors, Inc. (Greenwich CT)
CT
04/17/2001 - 01/14/2002
CASIMIR CAPITAL L.P. (GREENWICH CT)
NY
10/09/2000 - 04/20/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/04/1996 - 08/11/2000
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 11/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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