Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonny? Claim Your ProfileBonny Sy Lee is a financial professional with over 20 years of experience in the securities industry. Bonny is currently a registered representative with Western International Securities, Inc., a firm with over 177 licensed agents, 245 investment adviser representatives, and 323 registered representatives. Bonny has a broad range of experience in financial planning, portfolio management, pension consulting, and educational seminars. Bonny is registered to provide investment advice in 8 states and is licensed to provide securities services in all 50 states. Bonny is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Bonny is a trusted advisor with a proven track record of success.
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
CA
07/24/1996 - Present
Western International Securities, Inc. (Pasadena CA)
CA
07/27/1994 - 08/12/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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