Lee Zeidner-MccoyCRD Number: 7124989
Current Firm: Edward Jones
Lee Zeidner-Mccoy (CRD# 7124989) is an Investment Advisor Representative working at Edward Jones in Kalaheo, HI and has over 3 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St Louis, MO||Jun 2019 - Current||3|
|Tradewinds Realty LLC||Koloa, HI||Mar 2018 - Jun 2019||1|
|No Problem Charters||Kekaha, HI||Feb 2012 - Aug 2018||6|
|Vistana Signiture Experiences||Koloa, HI||Jun 2017 - Feb 2018||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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