Unclaimed
Matthew Hj Lee is a registered representative at Lincoln International LLC. Matthew is registered to provide securities-related services in California, Illinois, New York and Texas. He has passed the Series 79TO, Series 63, and SIE exams. Matthew began working in the financial services industry in September 2020.
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.
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.
1
2
CA
09/21/2020 - Present
Lincoln International LLC (San Francisco CA)
BC
Issued 09/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Lee is the right advisor for you? Invested Better is here to help.