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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yusan? Claim Your ProfileYusan Lee is a financial advisor with over 23 years of experience in the financial services industry. Yusan has a wide range of experience, having worked with Waddell & Reed, Inc. before joining LPL Financial LLC in 2003. Yusan is a registered representative and investment advisor representative in the state of Texas. Yusan holds Series 6, 7, 24, 63, and 65 licenses, as well as the SIE license. Yusan specializes in working with high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Yusan is committed to providing clients with personalized financial advice and investment solutions.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/21/2008 - Present
LPL Financial LLC (MANSFIELD TX)
KS
11/06/2000 - 10/29/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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