Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fang-hsi? Claim Your ProfileFang-hsi Lee is a registered representative with Avantax Advisory Services. Fang-hsi has been in the securities industry since 2019. Fang-hsi is licensed to offer securities and investment advisory services in Texas. Fang-hsi holds the Series 66, Series 7TO, and SIE licenses. Fang-hsi specializes in financial planning, pension consulting, and portfolio management. Fang-hsi provides services to individuals, corporations, and pension and profit-sharing plans. Fang-hsi is also a partner at Paxel Consulting LLC, where Fang-hsi provides tax return preparation, tax/estate planning, payroll/bookkeeping services, and financial statement preparation/review. Fang-hsi is the owner of a residential rental property in Frisco, Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/29/2023 - Present
Avantax Advisory Services (Arlington TX)
BOTH
Issued 03/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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