Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Soo? Claim Your ProfileSoo Hak Lee is a financial advisor with over 30 years of experience in the industry. Soo Hak is currently registered with PFS Investments Inc. in HAUPPAUGE, NY. Soo Hak is a Series 6, Series 26, and Series 63 licensed professional. Soo Hak's areas of specialization include investment company products, variable contracts, and securities. Soo Hak is licensed in both New York and New Jersey.
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.
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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2
NY
05/03/1990 - Present
PFS Investments Inc. (HAUPPAUGE NY)
BC
Issued 04/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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