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Woo jin Lee

Evercore Group LLC

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About Woo jin Lee

Woo jin Lee is a financial professional with over 3 years of experience in the industry. Woo jin Lee has a Series 7, Series 63, Series 79, and SIE licenses. Woo jin Lee currently works at Evercore Group LLC. Previously, Woo jin Lee worked at Credit Suisse Securities (USA) LLC and BNP Paribas Securities Corp.. Woo jin Lee is registered in 37 states. Woo jin Lee is currently registered with FINRA.

Firm Information

Woo jin Lee is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Woo jin Lee’s Registration & Firm History

NY

09/19/2023 - Present

Evercore Group LLC (NEW YORK NY)

NY

04/13/2022 - 09/12/2023

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

08/24/2020 - 04/06/2022

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/24/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGA Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Woo jin Lee.
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