Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mai? Claim Your ProfileMai Kou Lee is a financial advisor with Thrivent Advisor Network, LLC. Mai has been working in the financial industry for over 7 years. She is registered with the state of Minnesota as an investment advisor representative. Mai is also a registered principal and has passed several industry exams including the Series 66, Series 24, Series 82TO, SIE and Series 7. Mai has experience working with individuals, high net worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Mai is dedicated to providing her clients with personalized financial advice and guidance.
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.
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.
1
2
MN
01/26/2023 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
01/27/2016 - 09/28/2022
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
10/04/2017 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
BOTH
Issued 08/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mai Lee is the right advisor for you? Invested Better is here to help.
