Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jun Lee is a registered investment advisor representative with Hornor, Townsend & Kent, LLC, based in Cary, NC. Daniel has been in the financial services industry since January 2, 2015. Daniel Jun Lee is also a registered representative with FINRA. Daniel Jun Lee is registered to sell securities in 10 states: Florida, Kentucky, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Daniel Jun Lee holds the Series 66, Series 7, and SIE exams. Daniel Jun Lee is also an insurance broker with NAVIGON FINANCIAL GROUP. Daniel Jun Lee works with individuals, businesses, and pension and profit-sharing plans. Daniel Jun Lee has a history of working with Edward Jones, MetLife Securities Inc., and Penn Mutual Life Ins Co.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
NC
07/18/2016 - Present
Hornor, Townsend & Kent, LLC (Cary NC)
NC
02/16/2016 - 05/23/2016
METLIFE SECURITIES INC. (RALEIGH NC)
NC
09/23/2014 - 11/05/2015
EDWARD JONES (MORRISVILLE NC)
BOTH
Issued 10/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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