Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hyong? Claim Your ProfileHyong Lee is a financial advisor with over 20 years of experience in the industry. Hyong has been with Wells Fargo Clearing Services, LLC since February 2022, but has also worked at Morgan Stanley, UBS Financial Services Inc., and BANC OF AMERICA INVESTMENT SERVICES, INC. Hyong has extensive experience in portfolio management and financial planning for individuals and businesses. Hyong is registered with the state of New Jersey and New York.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
02/17/2022 - Present
Wells Fargo Clearing Services, LLC (PARAMUS NJ)
NY
11/22/2013 - 02/18/2022
MORGAN STANLEY (New York NY)
NY
04/25/2008 - 12/02/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/20/2004 - 04/30/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
01/31/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/14/2001 - 02/25/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/15/2000 - 03/16/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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