Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kui? Claim Your ProfileKui Lee is a financial advisor in Milpitas, California. Kui has been in the financial services industry since December 2004 and is currently registered with Ni Advisors. Kui is also licensed to sell securities in California. Kui’s expertise includes financial planning and portfolio management. Kui works with both individuals and high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Share fees with third party asset managers
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CA
08/30/2005 - Present
NI Advisors (Milpitas CA)
CA
12/06/2004 - 09/01/2005
WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)
BC
Issued 02/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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