Unclaimed Profile

Candace Jean Lee

FINANCIAL SERVICES INTERNATIONAL CORP.·SEATTLE, Washington

FINANCIAL 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.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Candace Jean Lee is a registered financial advisor based in SEATTLE, Washington, affiliated with FINANCIAL SERVICES INTERNATIONAL CORP.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL SERVICES INTERNATIONAL CORP.

FSIC

AUM

$204M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL SERVICES INTERNATIONAL CORP. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1502112

Firm CRD# 37813

View on FINRA BrokerCheck →

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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. Contact their office in SEATTLE, Washington for a consultation.

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, working with FINANCIAL SERVICES INTERNATIONAL CORP.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

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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