Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Tat on Lee is a financial professional with over 15 years of experience in the industry. Vincent is registered with FINRA as a Registered Representative and has a Series 7TO and SIE. Vincent is also a Certified Financial Planner™ and a Personal Financial Specialist. Vincent is a Registered Investment Advisor representative with Coldstream Wealth Management and has been with the firm since 2007. The firm has offices in Bellevue, WA and is an SEC Registered Investment Advisor. Coldstream Wealth Management primarily provides financial services to individuals and families as well as corporations, charitable organizations, and pension and profit sharing plans. Vincent is a dedicated financial professional with a passion for helping clients achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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2
WA
11/26/2007 - Present
Coldstream Wealth Management (BELLEVUE WA)
BC
Issued 08/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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