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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jooyoung? Claim Your ProfileJooyoung John Lee is a financial advisor with Wells Fargo Clearing Services, LLC, a firm with over $10 billion in assets under management. Jooyoung John has been in the industry since 2022 and specializes in providing investment consulting services to institutional clients as well as financial planning and portfolio management for both businesses and individuals. Jooyoung John is licensed in Georgia and holds Series 7TO, Series 63 and SIE licenses. Prior to joining Wells Fargo, Jooyoung John worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, Georgia.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
07/14/2023 - Present
Wells Fargo Clearing Services, LLC (NORCROSS GA)
GA
01/05/2023 - 04/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)
BC
Issued 07/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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