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Daniel Ujong Lee

Allstate Financial Services, LLC

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About Daniel Ujong Lee

Daniel Ujong Lee is a registered representative with Allstate Financial Services, LLC. Daniel has been in the securities industry since April 14, 2019. Daniel is licensed in Delaware, Illinois, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and Washington. Daniel holds the Series 63, Series 6TO, and SIE licenses. Daniel is located in Elkins Park, Pennsylvania.

Firm Information

Daniel Lee is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Lee’s Registration & Firm History

PA

04/15/2019 - Present

Allstate Financial Services, LLC (Elkins Park PA)

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Licenses & Designations

BC

Issued 10/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Ujong Lee.
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