Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jing yuan? Claim Your ProfileJing yuan Lee is a financial professional with over 16 years of experience in the financial services industry. Jing yuan Lee is currently registered with Northwestern Mutual Investment Services, LLC, and holds licenses in several states including California, Colorado, Florida, Hawaii, Illinois, Nevada, New York, Pennsylvania, Texas, Virginia, and Washington. Jing yuan Lee has experience in providing investment advice to individuals and businesses. Jing yuan Lee is also a registered representative for Northwestern Mutual Investment Services, LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
07/24/2012 - Present
Northwestern Mutual Investment Services, LLC (Campbell CA)
IA
Issued 07/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jing yuan Lee is the right advisor for you? Invested Better is here to help.
