Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jang won? Claim Your ProfileJang Won Lee is a financial advisor at Eagle Strategies LLC in New York. Jang Won Lee has been in the financial services industry since 2008. Jang Won Lee is registered with the state of New York and New Jersey. Jang Won Lee holds Series 63, 66 and 7 securities licenses, and has passed the SIE exam. Jang Won Lee also offers insurance products.
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.
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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2
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
BOTH
Issued 6/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/2/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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