Steven Lee
Waddell & Reed
Financial Planner in Brea, CA
Address:1 Pointe Dr, Ste 210
Brea, CA 92821
About Steven Lee
Steven Lee is a financial professional at Waddell & Reed located in Brea, California. Steven Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Steven Lee provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Steven Lee1 Pointe Dr, Ste 210
Brea, CA 92821
Phone Number:
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Website:
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