Lee Applebaum

Lee Applebaum Work

Founder

@ Havidel Retirement Solutions

P

Senior Vice President

@ Plan Sponsor Consultants, a division of Hub International

Senior Financial Advisor

@ Merrill Lynch

Lee Applebaum Education

2000 - 2002 College for Financial Planning
1988 - 1993 BS in Finance

University of South Alabama
1986 - 1988 Darlington School
1985 - 1988 Mountain Brook High School

Lee Applebaum Skills

Retirement PlanningWealth ManagementFinancial ServicesInvestmentsPensionsSecuritiesFINRAFinancial PlannersWealth Management ServicesSeries 7401kRetirementAsset AllocationSeries 63Mutual FundsInvestment AdvisoryAlternative InvestmentsInvestment StrategiesRetirement Plan ConsultingFinancial AdvisorySeries 65Uniform Combined State LawSeries 6Investment ManagementETFsIRAsQualified Retirement Plans401k RolloversDefined BenefitEstate PlanningStrategic Financial PlanningAsset ManagementSeparately Managed AccountsPortfolio ManagementEquitiesCertified Financial PlannerFixed IncomeDefined ContributionERISAFinancial PlanningStrategic FinancialPension FundsSeparately ManagedMarketingSalesCustomer Service401k Retirement Savings PlansBusiness DevelopmentCertified FinancialQualified RetirementRetirement PlanUniform Combined StateMicrosoft OfficeBLSMicrosoft WordManagement401 Retirement Savings Plans

Lee Applebaum Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

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Lee Applebaum currently works at Havidel Retirement Solutions as Lee Applebaum - Founder at Havidel Retirement Solutions.

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