Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dae Lee is a financial advisor at State Farm Investment Management Corp. with over 9 years of experience in the industry. Michael Dae Lee holds Series 6, Series 63, Series 65 and SIE licenses. Michael Dae Lee is registered in Arizona, California and Nevada to provide investment advice. Michael Dae Lee has prior experience at Jane Lee Insurance Agency and Michael Lee Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
01/09/2024 - Present
State Farm Investment Management Corp. (Irvine CA)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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