Unclaimed
Jamahn C. Lee is a financial advisor with Wells Fargo Securities, LLC and is registered in North Carolina. Jamahn has been in the securities industry since 2016 and is licensed to conduct securities business. Jamahn holds the Series 7, Series 63, Series 79TO, Series 86 and Series 87 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.
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2
NC
09/18/2023 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
MD
09/27/2016 - 08/24/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
BC
Issued 08/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/13/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/12/2016
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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