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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisoune? Claim Your ProfileAlisoune Lee is a financial advisor with Coldstream Wealth Management in Seattle, WA. Alisoune has over 5 years of experience in the financial industry, and has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, EP Wealth Advisors, and Coldstream Securities, Inc. Alisoune holds Series 7TO, SIE, and Series 65 licenses and has a strong background in providing financial planning, portfolio management, and pension consulting services. Alisoune's specializations include portfolio management for individuals and businesses, as well as for pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
01/27/2024 - Present
Coldstream Wealth Management (Seattle WA)
WA
02/07/2020 - 11/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EVERETT WA)
IA
Issued 01/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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