Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Chang Lee is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. James is currently registered in 23 states, including Texas and Washington. James is also licensed to conduct securities business in both Texas and Washington. James's professional background includes various roles in both the health and food service industries. James has been in the securities industry since January 2024.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
11/19/2024 - Present
Fidelity Personal AND Workplace Advisors (RENTON WA)
BOTH
Issued 02/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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