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Steven Lee

Waddell & Reed

Financial Planner in Brea, CA

Address:
1 Pointe Dr, Ste 210
Brea, CA 92821
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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:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Steven Lee
1 Pointe Dr, Ste 210
Brea, CA 92821

Phone Number: Click to Show
Website:

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