Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Yon Lee is a financial professional registered with the state of Washington. Michelle has a background in financial services, having worked with firms such as UnionBanc Investment Services, LLC and Chase Investment Services Corp. Michelle currently works with Allstate Financial Services, LLC. Michelle is licensed to sell securities in Washington.
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.
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.
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WA
01/31/2017 - Present
Allstate Financial Services, LLC (Kent WA)
WA
07/10/2012 - 09/11/2012
UNIONBANC INVESTMENT SERVICES, LLC (RENTON WA)
WA
04/21/2011 - 06/17/2011
CHASE INVESTMENT SERVICES CORP. (DES MOINES WA)
WA
06/17/2010 - 08/04/2010
CHASE INVESTMENT SERVICES CORP. (DES MOINES WA)
BC
Issued 12/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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