Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sung? Claim Your ProfileSung Hwan Lee is a financial advisor registered with Ameriprise Financial Services, LLC. Sung Hwan Lee is licensed to provide investment advice in Delaware, Georgia, Maryland, New Jersey, Virginia and West Virginia. Sung Hwan Lee has been in the industry since May 20, 1995. Prior to Ameriprise Financial Services, LLC, Sung Hwan Lee was registered with IDS LIFE INSURANCE COMPANY, ICMA-RC SERVICES, LLC and HORNOR, TOWNSEND & KENT, INC.
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.
Asset allocation services
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.
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2
VA
01/06/2015 - Present
Ameriprise Financial Services, LLC (Haymarket VA)
MN
08/24/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
DC
01/14/1997 - 04/11/2001
ICMA-RC SERVICES, LLC (WASHINGTON DC)
PA
01/07/1995 - 01/14/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 10/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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