Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daewoo? Claim Your ProfileDaewoo Lee is a licensed investment advisor representative in California, associated with Allmerits Asset, LLC. Daewoo Lee has been working in the financial industry since 2008 and is registered with the state of California. Daewoo Lee has passed the Uniform Investment Adviser Law Examination and has been registered with the state of California since August 2020. Daewoo Lee holds a Series 65 license and specializes in retirement planning, financial consulting, and pension consulting. Daewoo Lee is a member of Allmerits Asset, LLC, a firm that manages over $11 million in assets for individual and institutional clients.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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CA
08/31/2020 - Present
Allmerits Asset, LLC (BUENA PARK CA)
IA
Issued 08/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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