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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jongmin? Claim Your ProfileJongmin Lee is a financial advisor with Cetera Investment Advisers LLC. Jongmin Lee has been in the financial services industry since 2014. Jongmin Lee holds the Series 66, Series 7 and SIE licenses. Jongmin Lee is registered to provide investment advisory services in California, Texas, Illinois, Massachusetts, New Jersey, New York, Pennsylvania and Washington. Jongmin Lee also holds the Certified Financial Planner designation. Jongmin Lee has experience working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans and individuals other than high-net-worth individuals. Cetera Investment Advisers LLC is a registered investment advisor that provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (LOS ANGELES CA)
BOTH
Issued 3/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/6/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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