Unclaimed
Tzayrong Lee is a registered investment advisor representative with State Farm Investment Management Corp. Tzayrong has been in the financial industry since 1998 and is licensed to provide investment advice in Texas. Tzayrong holds Series 6, Series 63 and Series 65 licenses. Tzayrong also has a Series SIE license. Tzayrong provides investment advice to individuals and investment companies. Tzayrong is a long-standing employee of State Farm. Tzayrong's office is located in Houston, Texas.
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.
Strategic management for diversified investment portfolios.
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
TX
11/05/2019 - Present
State Farm Investment Management Corp. (Houston TX)
IA
Issued 10/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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