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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Woo Young Lee is a financial advisor with Morgan Stanley, a leading global financial services firm. Justin has been active in the financial services industry since October 2017 and holds licenses in both Broker-Dealer and Investment Advisor capacities. Justin’s career has included previous roles at RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. Justin is registered to provide financial advice to individuals, families, and businesses in various states across the country.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
11/15/2023 - Present
Morgan Stanley (Westlake Village CA)
CA
08/01/2019 - 11/16/2023
RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)
CA
04/06/2018 - 08/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
CA
10/12/2017 - 03/27/2018
AXA ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 12/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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