Marsha Lee is a registered investment advisor, based in Palm Desert, CA, with 44 years of industry experience.
Location
44651 Village Court, Suite 136, Palm Desert, CA, 92260
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Regulatory History (1)
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Customer Dispute
January 2000Denied
Other Business Activities
Marsha serves on the FINRA Board of Arbitrators and is a registered investment advisor through Marsha Lee & Co. She also owns real estate property, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Marsha Lee & Company,inc.
January 1994 - Present · 32 yrs 4 mos
Previous Registrations
First Allied Securities, INC.Broker
January 1995 - September 2022 · 27 yrs 8 mos
First Affiliated SecuritiesBroker
August 1991 - August 1995 · 4 yrs
Lehman Brothers INC.Broker
June 1989 - September 1991 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1986 - June 1989 · 2 yrs 8 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
April 1986 - October 1986 · 6 mos
Sutro & CO. IncorporatedBroker
January 1982 - April 1986 · 4 yrs 3 mos
State Registrations14 states
AZCACOFLIDMAMTNVNYOKORTXUTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.