Unclaimed
Yong-durk Lee is a financial advisor in FAIRFAX, VA, associated with Equity Services, Inc. Yong-durk Lee has been a registered representative since 2003. Yong-durk Lee has also been employed with MML INVESTORS SERVICES, LLC, NYLIFE SECURITIES LLC, WOODMEN FINANCIAL SERVICES, INC. and WORLD GROUP SECURITIES, INC. Yong-durk Lee holds the following licenses: Series 6, Series 7, Series 63 and SIE.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
08/13/2015 - Present
Equity Services, Inc. (FAIRFAX VA)
VA
10/28/2009 - 10/04/2013
MML INVESTORS SERVICES, LLC (FAIRFAX VA)
VA
08/10/2006 - 09/30/2009
NYLIFE SECURITIES LLC (VIENNA VA)
NE
11/04/2003 - 05/05/2006
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
GA
01/15/2003 - 10/03/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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