Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paiwei? Claim Your ProfilePaiwei Lee is a registered investment advisor representative with Cetera Investment Advisers LLC. Paiwei has been in the securities industry since 1998. Paiwei has a Series 7, Series 63, and Series 66 licenses and is registered in several states. Paiwei was previously registered with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and Christopher Street Financial, Inc. Paiwei is also a flight attendant for United Airlines and owns rental properties.
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.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (MATAMORAS PA)
CA
05/21/2007 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ALAMEDA CA)
NY
08/01/2003 - 05/17/2007
WALNUT STREET SECURITIES, INC. (NEW YORK NY)
NY
01/02/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
07/27/1998 - 12/31/2001
CHRISTOPHER STREET FINANCIAL, INC. (NEW YORK NY)
BOTH
Issued 05/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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