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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Mingmei Lee is a financial advisor with over 23 years of experience in the industry. Michelle is registered with Morgan Stanley in Sugar Land, Texas. Michelle has been with Morgan Stanley since June 2009. Previously, Michelle worked with CITIGROUP GLOBAL MARKETS INC. and CHASE INVESTMENT SERVICES CORP. Michelle holds Series 7, 31, and 63 licenses. Michelle also holds the SIE and Series 65 licenses. Michelle has worked with clients including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and banking or thrift institutions. Michelle provides portfolio management, financial planning, and asset allocation advice to her clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (Sugar Land TX)
TX
11/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SUGARLAND TX)
TX
03/01/1999 - 11/06/2007
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
10/15/1998 - 03/01/1999
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
IA
Issued 04/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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