Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Limin? Claim Your ProfileLimin Lee is an Investment Advisor Representative at Wealthspire Advisors, located in Potomac, Maryland. Limin has been in the industry since 1984 and has a Series 63 license. Limin is registered to provide investment advice in Maryland. Wealthspire Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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MD
01/05/2021 - Present
Wealthspire Advisors (Potomac MD)
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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