Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gaepil Lee is a financial professional with over seven years of experience in the financial services industry. Paul has a strong background in investments, working with firms such as PIMCO INVESTMENTS LLC, MORGAN STANLEY, and MORGAN STANLEY & CO. LLC. Paul is currently registered with Blackrock Investments, LLC in San Francisco, 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.
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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CA
10/19/2022 - Present
Blackrock Investments, LLC (SAN FRANCISCO CA)
CA
04/04/2018 - 03/18/2020
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CA
06/02/2017 - 03/14/2018
MORGAN STANLEY (NEWPORT BEACH CA)
NY
07/12/2013 - 08/31/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
GA
03/31/2006 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 06/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2014
Series 3 - National Commodity Futures Examination
BC
Issued 07/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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