Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Yim-yu Lee is a registered representative with Yosemite Execution Partners Inc. with over 10 years of experience in the financial services industry. Jeff is a Series 7, Series 66, and SIE licensed professional who can assist with various financial needs. Jeff has worked at several firms including York Stockbrokers, Inc., Fahnestock & Co., Inc., The Nikko Securities Co. International, Inc., UBS Securities LLC, and Morgan Stanley & Co., Incorporated.
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
CA
10/21/2015 - Present
Yosemite Execution Partners Inc. (LAFAYETTE CA)
NY
02/19/2015 - 09/16/2015
YORK STOCKBROKERS, INC. (NEW YORK NY)
NY
06/04/1999 - 03/07/2000
FAHNESTOCK & CO., INC. (NEW YORK NY)
NY
07/18/1997 - 01/27/1999
THE NIKKO SECURITIES CO. INTERNATIONAL, INC. (NEW YORK NY)
NY
08/01/1996 - 05/14/1997
UBS SECURITIES LLC (NEW YORK NY)
NY
01/21/1995 - 07/15/1996
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 03/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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