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Julie Chei hwei Lee

Eagle Strategies LLC

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About Julie Chei hwei Lee

Julie Chei hwei Lee is an investment advisor representative with Eagle Strategies LLC, which is an SEC registered investment adviser. Julie has been in the securities industry since November 29, 1990. Julie is licensed in 9 states including California, District of Columbia, Illinois, Nebraska, Nevada, Ohio, Texas, and Washington. Julie also holds Series 63, Series 7 and SIE licenses. Julie works primarily with high-net-worth individuals and corporations.

Firm Information

Julie Lee is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

CALABASAS, CA

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Lee’s Registration & Firm History

CA

07/19/2000 - Present

Eagle Strategies LLC (CALABASAS CA)

NE

02/26/1987 - 03/29/1990

AMERITAS INVESTMENT CORP. (LINCOLN NE)

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Licenses & Designations

BC

Issued 12/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Chei hwei Lee.
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