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Lee S
Series 63, Series 65
Coeur d'Alene, ID
OSAIC Advisory Services, LLC
Lee Scharenberg is a financial advisor at OSAIC Advisory Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services. In addition to his advisory work, he is involved in insurance sales. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms.
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