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Suki Lee

Charles Schwab & Co., Inc.

Financial Planner in Sunnyvale, CA

Address:
438 E El Camino Real
Sunnyvale, CA 94087
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About Suki Lee

Suki Lee is a financial professional at Charles Schwab & Co., Inc. located in Sunnyvale, California. Suki Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65, S7 and S8. 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

Suki 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:

Suki Lee
438 E El Camino Real
Sunnyvale, CA 94087

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Website:

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