Moira Lee (CRD# 6576656) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Skokie, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2018 - Current | 5 |
| Cetera Financial Specialists, LLC | Schaumburg, IL | Nov 2017 - Current | 6 |
| Cornerstone Advisers, LLC | Skokie, IL | Nov 2017 - Current | 6 |
| Moira J Lee, Esq | Chicago, IL | Sep 2017 - Current | 6 |
| Cetera Financial Specialists, LLC | Schaumburg, IL | Oct 2017 - Nov 2017 | < 1 |
| David Strulowitz | Skokie, IL | Oct 2015 - Nov 2017 | 2 |
| Home | Chicago, IL | Jun 2014 - Oct 2015 | 1 |
| Waltz, Palmer And Dawson | Rolling Meadows, IL | Feb 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- IL
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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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