Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward H Lee is a financial advisor with Northwestern Mutual Investment Services, LLC. Edward has been in the financial services industry since February 2008 and has passed the Series 6, 7, 26, 63, and 65 exams. Edward's licenses are active in 26 states. Edward is a registered representative and investment advisor representative. Edward's office is located in Corona, California. Edward is also the owner of Edward Lee Insurance Agency.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
12/02/2008 - Present
Northwestern Mutual Investment Services, LLC (Corona CA)
IA
Issued 12/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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