Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kamhung Lee is a financial advisor with over 25 years of experience in the financial services industry. Brian has been registered with MML Investors Services, LLC since 2002. Brian holds Series 6, 7, 24, 53, and 63 securities licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Brian's areas of expertise include financial planning, asset allocation, portfolio management, and pension consulting. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
04/23/2020 - Present
MML Investors Services, LLC (WESTLAKE VILLAGE CA)
PA
09/12/1996 - 09/16/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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