Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Chun chieh Lee is a registered representative with Stifel, Nicolaus & Company, Inc. Michael Chun chieh Lee has been in the securities industry since June 14, 2003. Michael Chun chieh Lee is licensed to offer securities in multiple states and holds the Series 7, Series 63, and SIE licenses. Michael Chun chieh Lee has experience with a variety of clients, including high-net-worth individuals, corporations, and institutional investors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/04/2018 - Present
Stifel, Nicolaus & Company, Inc. (RAMSEY NJ)
MD
05/18/2005 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IL
07/01/2004 - 04/25/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
03/05/2003 - 07/28/2003
WALL STREET ACCESS (NEW YORK NY)
NA
03/24/1994 - 12/06/1994
OPPENHEIMER & CO., INC.
BC
Issued 03/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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