Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Hoon Lee is a financial advisor with over 15 years of experience in the industry. Andrew currently works at Osaic Wealth, Inc. in Scottsdale, AZ. Andrew is licensed in 13 states and has a broad range of experience serving clients of all types.
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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AZ
12/13/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
09/11/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/13/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/13/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/13/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/13/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
03/08/2018 - 09/20/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/08/2018 - 09/20/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
03/08/2018 - 09/20/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
03/08/2018 - 09/20/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CA
06/02/2016 - 01/02/2018
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
01/20/2015 - 05/27/2016
METLIFE SECURITIES INC. (LOS ANGELES CA)
CA
05/06/2009 - 03/30/2011
AXA ADVISORS, LLC (LOS ANGELES CA)
CA
01/15/2004 - 01/15/2009
AXA ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 01/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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