Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bo? Claim Your ProfileBo Young Lee is an Investment Advisor Representative registered with Beacon Pointe Advisors, LLC. Bo has been in the financial industry for over 17 years. Bo is based in Seattle, Washington and is registered to provide investment advisory services in Washington. Bo has earned the Series 65, Series 66 and Series 7 securities licenses. Before joining Beacon Pointe Advisors, LLC, Bo was employed at Citigroup Global Markets Inc. and BNY Mellon. Bo specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management 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.
Strategic management for diversified investment portfolios.
Consulting services
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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WA
01/29/2024 - Present
Beacon Pointe Advisors, LLC (Seattle WA)
WA
08/04/2005 - 03/06/2008
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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