Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Lee is a financial professional with experience in the industry since 2022. Simon is currently registered with J.p. Morgan Securities LLC and is based in Redondo Beach, California. Previously, Simon was affiliated with WELLS FARGO CLEARING SERVICES, LLC in Long Beach, California. Simon holds the Series 63, Series 6TO, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/08/2024 - Present
J.p. Morgan Securities LLC (REDONDO BEACH CA)
CA
10/19/2022 - 05/01/2024
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
BC
Issued 10/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Simon Lee is the right advisor for you? Invested Better is here to help.
