Unclaimed Profile

Candace Jean Lee

FINANCIAL SERVICES INTERNATIONAL CORP.·SEATTLE, Washington

SIE, Series 7, Series 24, Series 53, Series 63, Series 6532 years registeredFINANCIAL SERVICES INTERNATIONAL CORP.

701 FIFTH AVENUE, SEATTLE, WA 98104CRD# 1502112Firm CRD# 37813

Profile Verification

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

Identity

Candace Jean Lee · SEATTLE, WA

Registration

CRD #1502112 · FINANCIAL SERVICES INTERNATIONAL CORP. · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL SERVICES INTERNATIONAL CORP.

FSIC

Oct 1993 – Jun 2016

EDMONDS, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · October 26, 1993

Years registered · 32

Disclosure History

2012Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL SERVICES INTERNATIONAL CORP.

CRD 37813 · SEC 801-64354

AUM

$204M

Regulatory assets under management

Employees

1,011 client accounts

Services offered by FINANCIAL SERVICES INTERNATIONAL CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL SERVICES INTERNATIONAL CORP. →

Introduction

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Frequently Asked Questions

What services does Candace Jean Lee offer?

Candace Jean Lee specializes in Financial Planning, Investment Management, Wealth Management.

What are Candace Jean Lee's credentials?

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

Where is Candace Jean Lee located?

Candace Jean Lee is based in SEATTLE, Washington, last registered with FINANCIAL SERVICES INTERNATIONAL CORP..

How does Candace Jean Lee charge for services?

Candace Jean Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL SERVICES INTERNATIONAL CORP.?

FINANCIAL SERVICES INTERNATIONAL CORP. has approximately 35 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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