Unclaimed Profile

Steven Henry Lee

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 66Clean record17 years registeredBANCWEST INVESTMENT SERVICES, INC.

13505 CALIFORNIA STREET, OMAHA, NE 68154CRD# 5076565Firm CRD# 29357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Henry Lee · OMAHA, NE

Registration

CRD #5076565 · BANCWEST INVESTMENT SERVICES, INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC. (BWIS) AND BWIS D/B/A FHIS

Dec 2008 – May 2017

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · December 10, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANCWEST INVESTMENT SERVICES, INC.

CRD 29357 · SEC 801-71300

AUM

$2.0B

Regulatory assets under management

Employees

369

9,062 client accounts

Services offered by BANCWEST INVESTMENT SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BANCWEST INVESTMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Steven Henry Lee offer?

Steven Henry Lee specializes in Investment Management, Fee-Only Advisory.

What are Steven Henry Lee's credentials?

Steven Henry Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Henry Lee located?

Steven Henry Lee is based in OMAHA, Nebraska, last registered with BANCWEST INVESTMENT SERVICES, INC..

How does Steven Henry Lee charge for services?

Steven Henry Lee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANCWEST INVESTMENT SERVICES, INC.?

BANCWEST INVESTMENT SERVICES, INC. has approximately 369 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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