Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doug? Claim Your ProfileDoug Ho Lee is a registered investment advisor representative associated with MML Investors Services, LLC, and has been in the industry since February 2005. Doug Lee is licensed in several states including New York, New Jersey, Virginia and Texas. Doug Lee is also a licensed insurance agent. Doug Lee offers advisory services including financial planning, asset allocation programs, educational seminars and portfolio management for businesses and individuals. Doug Lee has experience working with clients including individuals, corporations or businesses, pension and profit sharing plans, charitable organizations and trusts, foundations and endowments.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
04/30/2024 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
02/08/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LONG ISLAND CITY NY)
NY
02/08/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FLUSHING NY)
BC
Issued 04/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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