Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Lee is a financial advisor with Charles Schwab & Co., Inc. Justin has been in the financial services industry since January 2022. Justin is registered with the state of Virginia as an investment advisor representative and as a broker-dealer representative. Justin holds Series 63, 65, 7TO, and SIE licenses. Justin has experience working with high-net-worth individuals and other clients. Justin's firm specializes in providing financial planning, portfolio management, and wrap fee programs.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
VA
11/09/2023 - Present
Charles Schwab & CO., Inc. (Leesburg VA)
BC
Issued 01/08/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Justin Lee is the right advisor for you? Invested Better is here to help.
