Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Youa? Claim Your ProfileYoua Yeng Lee is a financial advisor with Ameriprise Financial Services, LLC. Youa has been working in the financial industry since 2021 and has experience at Thrivent Investment Management Inc. and Triad Advisors LLC. Youa is registered with the state of Wisconsin and Texas to offer investment advice. Youa holds the Series 6, Series 7 and Series 66 licenses, and has the Series SIE designation. Youa specializes in Retirement Planning, College Savings, Estate Planning, Insurance and Financial Planning, and serves individuals, high-net-worth individuals, trusts and estates, charitable organizations, corporations, and businesses. Youa is committed to 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.
Asset allocation services
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.
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WI
08/06/2024 - Present
Ameriprise Financial Services, LLC (APPLETON WI)
GA
05/23/2022 - 03/15/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
02/01/2022 - 05/24/2022
THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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