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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Chung lim Lee is a registered investment advisor representative with Western International Securities, Inc. with over 20 years of experience in the financial services industry. Daniel has a strong background in financial planning, portfolio management, and investment advisory services, working with individuals, businesses, and retirement plans. Daniel is also an experienced mortgage consultant and real estate sales professional. Daniel holds the Series 6, 7, 63, and 65 licenses and the Securities Industry Essentials (SIE) exam. Daniel is committed to providing clients with personalized financial advice and solutions 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.
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.
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2
CA
08/21/2017 - Present
Western International Securities, Inc. (San Diego CA)
CA
11/17/2011 - 08/21/2017
FINANCIAL WEST GROUP (SAN DIEGO CA)
CA
06/05/2000 - 11/21/2011
TORREY PINES SECURITIES, INC. (SAN DIEGO CA)
NY
12/09/1999 - 05/30/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 04/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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