Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yan? Claim Your ProfileYan Lee is a financial advisor with Key Investment Services LLC. Yan has been in the financial services industry for over 10 years. She is registered with the Securities and Exchange Commission as an investment adviser representative. Yan provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. She is also registered as a broker-dealer with the Financial Industry Regulatory Authority (FINRA).
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
05/18/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
WA
10/14/2022 - 01/19/2023
LPL FINANCIAL LLC (RENTON WA)
WA
02/15/2022 - 06/01/2022
J.P. MORGAN SECURITIES LLC (KIRKLAND WA)
WA
05/25/2020 - 08/13/2021
FIDELITY BROKERAGE SERVICES LLC (BELLEVUE WA)
BOTH
Issued 05/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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