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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Will? Claim Your ProfileWill Byung Lee is a financial advisor with over 25 years of experience in the industry. Will has been registered with Morgan Stanley since October 2010, and prior to that, was registered with Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Will holds the Series 7, Series 31, Series 63, Series 65, and SIE licenses, and is also a Certified Financial Planner and a Chartered Financial Consultant. Will is a dedicated financial advisor who helps clients with 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
NY
01/09/2012 - Present
Morgan Stanley (Purchase NY)
NY
02/24/2010 - 05/04/2010
PURSHE KAPLAN STERLING INVESTMENTS (NEW YORK NY)
MN
07/24/2007 - 02/03/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
07/27/1993 - 05/02/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ANN ARBOR MI)
MN
07/27/1993 - 05/02/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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