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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Nguyen Lee is a financial advisor with over 15 years of experience in the financial services industry. Tammy currently works at U.S. Capital Wealth Advisors, LLC where provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Prior to joining U.S. Capital Wealth Advisors, LLC, Tammy was a financial advisor at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER and FINANCE 500, INC.. Tammy is a Certified Financial Planner and holds the Series 66, Series 7, 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.
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.
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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CA
12/16/2022 - Present
U.s. Capital Wealth Advisors, LLC (Tustin CA)
CA
11/21/2014 - 12/31/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (NEWPORT BEACH CA)
CA
06/19/2007 - 11/14/2014
FINANCE 500, INC. (IRVINE CA)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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