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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minjoo? Claim Your ProfileMinjoo Lee is a financial advisor with over 10 years of experience in the industry. Minjoo is currently registered with Avantax Advisory Services, a firm with over 2,000 investment advisor representatives across the country. Minjoo is licensed to provide financial advice in California, and holds the Series 6, 7TO, 63 and 65 licenses. She also has a CPA license and owns and operates her own tax preparation and accounting firm. Minjoo has experience working with individuals, families, and small businesses. She is committed to providing her clients with personalized financial advice that meets their individual needs. Her areas of expertise include financial planning, retirement planning, investment management, and tax planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
10/02/2013 - Present
Avantax Advisory Services (SAN LEANDRO CA)
IA
Issued 09/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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