Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ho yeul? Claim Your ProfileHo yeul Lee is a financial advisor with Janney Montgomery Scott LLC, specializing in financial planning, pension consulting and portfolio management. Ho yeul has been in the industry since 2017, previously working with Union Square Advisors LLC and Moelis & Company LLC. Ho yeul holds the Series 63, SIE, Series 7 and Series 79 licenses. Ho yeul Lee is registered in Georgia and 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.
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.
Fee plus commission
1
2
GA
06/07/2023 - Present
Janney Montgomery Scott LLC (Atlanta GA)
CA
08/19/2019 - 05/03/2023
UNION SQUARE ADVISORS LLC (SAN FRANCISCO CA)
CA
08/05/2017 - 08/12/2019
MOELIS & COMPANY LLC (LOS ANGELES CA)
BC
Issued 07/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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