Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sung-bum Lee is an investment advisor representative at Blueprint Investing LLC. Robert has been with Blueprint Investing LLC since October 2009. Robert has over 20 years of experience in the financial services industry. Robert holds the Series 7, 63, and 65 licenses. Robert's specializations include portfolio management for individuals, selection of other advisors, and financial 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
07/14/2010 - Present
Blueprint Investing LLC (SAN FRANCISCO CA)
NY
10/26/1998 - 08/10/2000
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 11/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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