Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chang? Claim Your ProfileChang Won Lee is a financial advisor with Eagle Strategies LLC, a firm with a focus on providing comprehensive financial services for a diverse client base, including high net worth individuals, individuals other than high net worth, charitable organizations, and corporations. Chang Won Lee has a strong background in the financial industry, holding both Series 7 and Series 63 licenses, as well as the SIE and Series 65 certifications. Chang Won Lee has been active in the industry since 2005 and has experience working with various clients and firms. At Eagle Strategies LLC, Chang Won Lee leverages their expertise to deliver personalized financial planning, portfolio management, and educational seminars.
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.
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.
1
2
NJ
11/17/2023 - Present
Eagle Strategies LLC (SADDLEBROOK NJ)
AZ
12/06/2006 - 03/23/2007
ECHOTRADE LLC (PHOENIX AZ)
NA
04/07/2005 - 11/06/2006
WACHOVIA CAPITAL MARKETS, LLC (CENTRAL )
IA
Issued 11/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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