Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chun kit? Claim Your ProfileChun kit Lee is a financial advisor registered with J.P. Morgan Securities LLC. Chun kit Lee has been in the financial services industry since February 2005. Chun kit Lee has passed the Series 6, 7, 26 and 66 exams, and has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Chun kit Lee offers financial planning, portfolio management, pension consulting, and selection of other advisors. Chun kit Lee also has outside business activity as an owner and landlord of a rental property.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
01/28/2016 - Present
J.p. Morgan Securities LLC (CASTRO VALLEY CA)
CA
05/29/2007 - 08/14/2015
CITIGROUP GLOBAL MARKETS INC. (MILPITAS CA)
CA
02/16/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (HAYWARD CA)
BOTH
Issued 09/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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