Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dong? Claim Your ProfileDong Su Lee is an investment advisor representative with Allstate Financial Services, LLC. Dong is a licensed investment advisor in the state of California. Dong has been in the securities industry since June 24, 1997 and holds licenses for Series 6 and Series 63. Dong is based in Cerritos, CA and is currently registered with the Financial Industry Regulatory Authority (FINRA).
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.
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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CA
05/20/1999 - Present
Allstate Financial Services, LLC (Cerritos CA)
GA
06/25/1997 - 12/31/1999
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 05/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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