Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Y. Lee is a financial professional with over 6 years of experience in the industry. John is currently registered with Bay Crest Partners, LLC, and holds the Series 7, Series 24, and Series 63 licenses. John's expertise includes securities industry essentials, and general securities.
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
02/08/2017 - Present
BAY Crest Partners, LLC (NY NY)
BC
Issued 02/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Lee is the right advisor for you? Invested Better is here to help.
