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 an investment advisor representative at Eagle Strategies LLC. Jang won Lee has been in the industry since 2008 and has experience with providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. They are registered to provide investment advice in Maryland, New Jersey, New York, North Carolina, Texas, and Virginia.
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 06/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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