Soo Lee (CRD# 2213989) is an Investment Advisor Representative working at Wealth Planning Advisors LLC in New Smyrna Beach, FL and has over 27 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 4822125
J.p. Morgan Securities LLC
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments LLC | Montvale, NJ | Sep 2015 - Jun 2017 | 1 |
| Guardian Life Ins | Paramus, NJ | Jul 2015 - Sep 2015 | < 1 |
| Park Avenue Securities | Paramus, NJ | Jul 2015 - Sep 2015 | < 1 |
| Guardian Life Ins | Fort Lee, NJ | Feb 2015 - Jun 2015 | < 1 |
| Park Avenue Securities | Fort Lee, NJ | Feb 2015 - Jun 2015 | < 1 |
| Wells Fargo Advisors LLC | Paramus, NJ | Oct 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- FL
- NJ
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, NJ
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