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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Jungsuk Lee is a financial advisor with Cetera Investment Advisers LLC. Alex has been in the financial services industry since 1996. Alex holds Series 7, Series 63, and Series 65 licenses. Alex is also a Certified Financial Planner. Alex has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Cetera Investment Advisers LLC provides financial planning, portfolio management, and other advisory services.
GLENVIEW, IL
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
09/01/2023 - Present
Cetera Investment Advisers LLC (GLENVIEW IL)
IL
06/05/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ROLLING MEADOWS IL)
IL
06/05/2003 - 06/04/2007
HORNOR, TOWNSEND & KENT, INC. (OAKBROOK IL)
FL
10/06/1999 - 09/18/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IL
07/11/1995 - 09/30/1999
LA SALLE ST. SECURITIES, INC. (ELMHURST IL)
IL
01/16/1995 - 07/17/1995
JOHN DAWSON & ASSOCIATES, INC. (CHICAGO IL)
IA
Issued 10/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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