Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zoua? Claim Your ProfileZoua Lee is a financial professional registered with the state of California as a broker-dealer representative. Zoua holds the Series 6, Series 63 and SIE licenses, and has been in the financial industry since January 2024. Zoua Lee is currently employed by W&S Brokerage Services, Inc. in Sacramento, CA. W&S Brokerage Services, Inc. is a registered investment advisor specializing in portfolio management for individuals and selection of other advisors. The firm manages approximately $122,864,622 for 451 clients.
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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CA
01/29/2024 - Present
W&S Brokerage Services, Inc. (SACRAMENTO CA)
BC
Issued 02/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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