Minjoo Lee is a PFS-designated registered investment advisor, based in San Leandro, CA, with 15 years of industry experience. Minjoo is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2950 Merced Street, Suite 102-A, San Leandro, CA, 94577
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Minjoo is a CPA and sole proprietor who helps clients purchase health insurance, bonds, worker's compensation, and business general liability insurance, dedicating minimal time to this. She also provides tax preparation and accounting services full-time and is an agent for Avantax Insurance Agency, selling insurance.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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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