Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mei li? Claim Your ProfileMei li Lee is a registered investment advisor representative with MML Investors Services, LLC. Mei li Lee has been in the industry since January 1, 1994, and has held registrations with a number of firms. Mei li Lee currently holds active registrations in Hawaii and Texas. Mei li Lee has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
HI
05/26/2017 - Present
MML Investors Services, LLC (HONOLULU HI)
HI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
02/05/2001 - 01/02/2015
NEW ENGLAND SECURITIES (Honolulu HI)
MA
12/10/1993 - 01/12/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/10/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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