Eunie Lee
Eunie Lee is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Peachtree Corners, GA, with 17 years of industry experience. Eunie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3720 DaVinci Court, Suite 150, Peachtree Corners, GA, 30092
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Regulatory History (1)
Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Eunie is a sales agent for individual life, health, group life, and group health insurance since 2019, dedicating about 10-20% of their time. Eunie is also an insurance broker for Cornerstone Insurance Services LLC and Piedmont Insurance Brokerage, selling life, disability, long-term care, fixed annuities, and health insurance, dedicating minimal time to each.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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