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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 Yeonkyung Lee is a registered Investment Advisor Representative with Fisher Investments. Michelle Yeonkyung Lee is licensed in Washington and holds the Series 65 and SIE exams. Michelle Yeonkyung Lee has been with Fisher Investments since June 2016. Michelle Yeonkyung Lee specializes in providing financial planning, portfolio management, and portfolio assessment services. Michelle Yeonkyung Lee has experience working with individuals, businesses, and pooled investment vehicles.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/05/2018 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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