Lee Ann Fatalo

Current Employers

Employment History

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Wellesley, MA
• 03/2017 → 01/2020
  Mml Investors Services, Llc
  Wellesley, MA
• 01/2020 → 06/2024
  Raymond James Financial Services, Inc.
  Plainville, MA
• 01/2020 → 06/2024
  Raymond James Financial Services Advisors, Inc.
  Plainville, MA
• 06/2024 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, FL
• 06/2024 → Present
  World Investments, Llc
  Lincroft, NJ
• 01/2020 → Present
  Boston Harbor Wealth Advisors
  West Borough, MA

Previous Registrations

• 2020-01-30 → 2024-06-28
  Raymond James Financial Services Advisors, Inc
  Walpole, MA
  Plainville, MA
• 2017-03-25 → 2020-01-27
  Mml Investors Services, Llc
  Needham, MA
• 2010-12-09 → 2018-02-01
  Mariner
  Overland Park,, KS
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Wellesley, MA
• 2014-01-31 → 2015-01-02
  New England Securities
  Wellesley, MA
  Waltham, MA

Other Businesses

1. Baystate Financial Insurance Group 301 Edgewater Place, Suite 200, Wakefield, MA 01880 Insurance Broker - 9/1/2025 investment Related Sales and service of Group Health, Life and Disability 1 hr month/1 hr month during mkt hrs. 2. The Bullfinch Group; Non-Investment Related; 160 Gould St, #310, Needham, MA 02494; Insurance Agency for Guardian Life Insurance Co.; Insurance Broker; 3/1/2024; Solicit prospects and service existing clients. 3. Mass Mutual Life Insurance; Non-Investment Related; Springfield, MA 01111; Production of life, disability and long-term care insurance and annuities; Insurance Broker; 2/3/2020; Sell and service non-registered personal lines of insurance.

Exams

• S66 Uniform Combined State Law Examination
  1999-07-08

Designations

Other Names

• Lee Ann Turner