Unclaimed
Jason Joon Lee is a financial professional with over 15 years of experience in the industry. Jason is currently registered with Nylife Securities LLC and holds Series 6, Series 63 and SIE licenses. Jason has previously worked at Seligman Advisors, Inc.. Jason is licensed in California, New Jersey, New York and Oregon.
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.
1
2
NY
11/15/2007 - Present
Nylife Securities LLC (MELVILLE NY)
MA
12/07/2001 - 02/22/2002
SELIGMAN ADVISORS, INC. (BOSTON MA)
BC
Issued 06/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Lee is the right advisor for you? Invested Better is here to help.