Robert Lee
Registered Representative with Independent Financial Group at Fortitude Financial Group
- Role
- Registered Representative with Independent Financial Group at Fortitude Financial Group
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Robert Lee
Our focus is on guiding Business Owners, Realtors, Educators, and Families in making wise…
Experience
Registered Representative with Independent Financial Group
Aug 1995 — Present · Tampa/St. Petersburg, FL, US
Education
Florida State University
English , Economics
1992 — 1994
Skills
- Sep Ira
- Fixed Annuities
- Saving for Education
- 403 B
- Retirement Planning
- Finra
- 401k Rollovers
- Income Protection
- Wealth Management Services
- Rollovers
- Financial Goals
- Life Insurance
- Finance
- College Education Planning
- Long Term Care Insurance
- Disability Insurance
- Wealth Management
- 529 Plans
- Term Life Insurance
- Financial Advisory
- Retirement
- Roth Ira
- Education Funding
- Retirement Savings
- 401k
- Wealth Accumulation
- Iras
- Investments
- Securities
- Variable Annuities
- College Savings Plans
- Small Business
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