Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikael? Claim Your ProfileMikael Lee is a financial advisor with over 16 years of experience in the industry. Mikael is currently registered with MML Investors Services, LLC, a firm with a long history of providing financial advice to individuals, businesses, and institutions. Mikael has a strong track record of helping clients achieve their financial goals. Mikael has been registered with the state of California since 2017. Mikael is also registered with several other states, including Arizona, Colorado, Florida, Hawaii, Maine, Montana, Nevada, and Oregon. Mikael holds several licenses and certifications, including Series 6, 7, and 66. In addition to his work as a financial advisor, Mikael is also involved in the community. Mikael serves on the board of directors of the Pleasanton Seahawks, a youth swim club. Mikael is also the owner of Lee's Teahouse, a Boba tea shop in Pleasanton, California.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (San Mateo CA)
CA
12/17/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FOSTER CITY CA)
CA
04/05/2010 - 10/26/2015
WELLS FARGO ADVISORS, LLC (SAN MATEO CA)
CA
10/08/2004 - 04/01/2010
U.S. BANCORP INVESTMENTS, INC. (SUNNYVALE CA)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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