Bee Lee
Financial Advisor @Raymond James Ltd.
Waterloo, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2009 — Present
Financial Advisor @Raymond James Ltd.
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Waterloo, ON, CA
SKILLS
Uniform Combined State LawFinancial AdvisoryWealth ManagementInvestment StrategiesMutual FundsFixed IncomeRetirementInvestment AdvisoryStrategic Financial PlanningInvestmentsAlternative Investments401kSeries 7Asset ManagementEstate PlanningAsset AllocationRetirement PlanningFixed AnnuitiesEquitiesSecuritiesPortfolio Management
ABOUT BEE LEE
I am a Financial Advisor with expertise in working with Business Owners & Professionals…
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