Unclaimed
Addison Yan-han Lee is a financial professional with a strong background in the securities industry. Addison has passed the Series 3, Series 7TO, and SIE exams, demonstrating their comprehensive knowledge of the financial markets. Addison is currently registered with AQR Investments, LLC, and is active in 51 states. Their experience and expertise are dedicated to providing clients with high-quality financial guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CT
08/21/2023 - Present
AQR Investments, LLC (Greenwich CT)
BC
Issued 09/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2023
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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