Bryan Kee

Securities Trader at Lincoln Investment Planning

Bryan Kee has extensive work experience in the finance and logistics industries. Bryan currently works at Lincoln Investment, where they started in September 2020 as an Investment Planning Associate. Bryan then transitioned to the role of Investor Services Advisor from July 2022 to January 2023. Currently, they hold the position of Securities Trader. Prior to joining Lincoln Investment, Bryan worked at UPS as a Logistics Analyst from March 2017 to January 2020.

Bryan Kee's education history includes:

- From 2020 to 2021, Bryan attended Drexel University's LeBow College of Business, where they pursued a Bachelor of Science degree in Finance, General.

- Prior to that, from 2017 to 2019, Bryan studied at Delaware County Community College, where they earned an Associate's degree in Business Administration and Management, General.

In addition to their educational background, Bryan also holds several certifications. In November 2021, they obtained the Securities Industry Essentials (SIE) certification from FINRA. Furthermore, in May 2022, Bryan acquired the Series 7 License from FINRA, and in July 2022, they obtained the Series 66 License from NASAA.

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Timeline

  • Securities Trader

    January, 2023 - present

  • Investor Services Advisor

    July, 2022

  • Investment Planning Associate

    September, 2020