Unclaimed
Howard Lee is a registered representative with Weild & Co., located in Boulder, CO. Howard has been in the industry since December 18, 2020, and is licensed in California. Howard holds the Series 63, Series 7, Series 79, and SIE licenses.
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.
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.
1
2
CO
12/19/2020 - Present
Weild & Co. (BOULDER CO)
BC
Issued 02/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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