Kathleen A. Lee
Ameritas Investment Corp
Financial Planner in Bethesda, MD
Address:4550 Montgomery Ave, Ste 800N
Bethesda, MD 20814
About Kathleen A. Lee
Kathleen Lee is a financial professional at Ameritas Investment Corp located in Bethesda, Maryland. Kathleen Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kathleen Lee provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kathleen Lee4550 Montgomery Ave, Ste 800N
Bethesda, MD 20814
Phone Number:
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Website:
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