Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heide? Claim Your ProfileHeide Uy Lee is a financial advisor who has been in the industry since 1990. Heide currently works for Cambridge Investment Research Advisors, Inc., a firm located in Fairfield, IA, where Heide has been registered since 2013. Previously, Heide was a registered representative for Woodbury Financial Services, Inc. in Cambridge, MA. Heide holds a Series 6, 7, 63, and 65 license and is a Chartered Financial Consultant. Heide has worked with clients ranging from high-net-worth individuals to pension and profit-sharing plans. Heide's areas of specialization include financial planning, portfolio management, and educational seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (CAMBRIDGE MA)
MA
06/13/2005 - 10/06/2010
WOODBURY FINANCIAL SERVICES, INC. (CAMBRIDGE MA)
NY
01/12/2004 - 05/26/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
06/13/1990 - 12/15/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/13/1990 - 12/15/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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