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Kathy Jung Lee

Fidelity Personal AND Workplace Advisors

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About Kathy Jung Lee

Kathy Jung Lee is a financial advisor with Fidelity Personal And Workplace Advisors. Kathy has been in the industry since 2017. She has a Series 63 and Series 65 securities license and a Series 7TO general securities representative license. She is registered with the state of California and Texas as a Registered Investment Advisor. Kathy's specialties include financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Kathy Lee is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

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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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Kathy Lee’s Registration & Firm History

CA

10/31/2022 - Present

Fidelity Personal AND Workplace Advisors (PALO ALTO CA)

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Licenses & Designations

BC

Issued 10/12/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kathy Jung Lee.
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