Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Huan-bin? Claim Your ProfileHuan-bin Eric Lee is an investment advisor representative with Morgan Stanley. Huan-bin Eric Lee is based out of the Brea, CA branch office and has been working in the financial industry since October 1999. Prior to joining Morgan Stanley, Huan-bin Eric Lee worked for WELLS FARGO CLEARING SERVICES, LLC. Huan-bin Eric Lee is registered with the state of California to provide investment advisory services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
07/09/2021 - Present
Morgan Stanley (Brea CA)
CA
12/08/2008 - 07/15/2021
WELLS FARGO CLEARING SERVICES, LLC (SEAL BEACH CA)
CA
10/20/1999 - 12/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BREA CA)
BOTH
Issued 04/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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