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SL

Seong Y. Lee

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CRD#: 1978121
SL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Seong Yeol Lee was a registered financial professional .

Seong is a previously registered financial professional and started their career in finance in 1989. Seong had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 16, 1996 - October 3, 2002

AMERITRUST SECURITIES INC.

BD
CRD#: 13384
TORRINGTON, CT
Past

May 2, 1996 - May 15, 1996

LANDMARK INTERNATIONAL EQUITIES

BD
CRD#: 25098
WESTBURY, NY
Past

September 19, 1995 - May 23, 1996

DUKE & CO., INC.

BD
CRD#: 8035
NEW YORK, NY
Past

June 30, 1995 - October 3, 1995

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

February 26, 1993 - January 31, 1996

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

February 26, 1993 - January 31, 1996

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

April 30, 1991 - July 14, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

April 30, 1991 - July 14, 1992

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

September 12, 1989 - March 26, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

September 12, 1989 - March 26, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/13/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AS
AMERITRUST SECURITIES INC.
AMERITRUST SECURITIES INC.

CRD#: 13384 / SEC#: , 8-29524

BD
Cancelled by SEC on 06/13/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 02/24/1983
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LEE, SEONG YEOLPRESIDENT, GSP1978121

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERITRUST SECURITIES INC.

CRD#: 13384

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