ADVISOR BIO

Leda Joan Ozmen is an investment advisor representative with Oppenheimer & Co. Inc. Leda Joan has been in the securities industry since June 5, 2007. Leda Joan is registered with the state of Texas. Leda Joan is also registered with FINRA as a Registered Representative. Prior to joining Oppenheimer & Co. Inc., Leda Joan worked at Wells Fargo Clearing Services, LLC. Leda Joan has passed the Series 63, Series 7, Series 99TO and SIE exams.

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ADVISOR BIO

Lee Marcotte is a financial advisor with Charles Schwab & CO., Inc. Lee has been in the industry since December 24, 2019 and has a wide range of experience. Lee holds the Series 7, 63, and 66 licenses, and is registered to provide investment advice in Arizona, California, Colorado, Hawaii, Louisiana, Maryland, Minnesota, New Jersey, New York, Tennessee, Texas, Utah, Virginia, and Washington.

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ADVISOR BIO

Lee Kole is a financial advisor associated with Transamerica Financial Advisors, Inc. Lee has been in the industry since 2023 and is licensed in California. Lee Kole is a registered representative and investment advisor representative, and holds the Series 63, SIE, and Series 6TO licenses.

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ADVISOR BIO

Lee Dunayer is an active Registered Representative with Morgan Stanley and is registered to do business in multiple states, including California, North Carolina, and Texas. Lee Dunayer has been active in the financial industry since January 16, 1987 and has worked for firms such as UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Smith Barney Inc. Lee Dunayer has a wide range of experience, having held various roles at different firms. Lee Dunayer also has numerous professional licenses and designations, including Series 7, Series 22, and Series 63. Lee Dunayer works primarily with high-net-worth individuals, insurance companies, investment companies, and charitable organizations, providing them with financial planning, portfolio management, and asset allocation advice.

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ADVISOR BIO

Lee Benjamin Hutter is an investment advisor representative with Curated Wealth Partners, LLC. Lee has been a registered investment advisor for over 20 years and has a strong background in financial markets and investment strategies. Lee holds the Series 3, 7, 9, 10, 24, 63 and 65 licenses. Lee provides a variety of investment advisory services including portfolio management for individuals and businesses. Lee also serves as a passive owner of DLB 1446 Manhattan Beach Blvd LLC.

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ADVISOR BIO

Lee Gordon has been in the financial services industry since 2010. Lee is a registered representative with Morgan Stanley. Lee is currently registered with the state of California as an Investment Advisor Representative and has been licensed to provide financial advice in California since 2015. In 2020 Lee became a resident Investment Advisor Representative in Texas. Lee has previously worked at Cutler Group, LP and CMZ Trading, LLC in the past.

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ADVISOR BIO

Lee Edmond Hutchison is a financial advisor with Avantax Advisory Services. Lee has been in the industry since 1991 and has held the Series 6, Series 7, and Series 63 licenses. Lee specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses. Lee is based in Anaheim Hills, California.

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ADVISOR BIO

Lee Edward Brown is a financial advisor with over 30 years of experience in the financial industry. Lee is currently registered with LPL Financial LLC in Ohio. Lee has been working in the financial industry since December 1989 and has held registrations with both AVANTAX INVESTMENT SERVICES, INC. and LPL Financial LLC. Lee provides a wide range of financial services to individuals, families, and businesses. Lee's specializations include financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Lee Gonzalez is a financial advisor who has been in the industry for over 10 years. Lee is registered with LPL Financial LLC and holds both Series 66 and Series 24 licenses. Lee's focus areas include financial planning, portfolio management, and pension consulting. Lee has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Lee Ann Coburn is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. in Walnut Creek, CA. Lee Ann is a licensed investment advisor, with experience in the securities industry since March 19, 2001. Lee Ann is also registered as an Investment Advisor Representative with Merrill Lynch in Texas. Previously, Lee Ann was registered with Morgan Stanley and Morgan Stanley DW Inc.

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