Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Che? Claim Your ProfileChe Hong Lee is an Investment Advisor Representative with Monarch Wealth Strategies, registered with the state of California. Che Hong Lee has been in the industry since June 1994 and has a Series 2 exam qualification. Che Hong Lee's experience includes previous employment with PDV FINANCIAL MANAGEMENT. Che Hong Lee provides financial planning and portfolio management services to individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/12/2024 - Present
Monarch Wealth Strategies (Los Angeles CA)
BC
Issued 08/25/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure Che Lee is the right advisor for you? Invested Better is here to help.
