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RL

Ryan Y. Lee

KAYAN SECURITIES
Los Angeles, CA 90010-3917
Some features on this profile are disabled
CRD#: 4659051
RL

Professional summary


Ryan Yinho Lee, who also goes by Ryan Y Lee, is a registered financial professional currently at KAYAN SECURITIES, INC. located in Los Angeles, California.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2003. Ryan has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ryan Y Lee

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) - BD


Click below to view Ryan Yinho Lee's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 15, 2020 - Present

KAYAN SECURITIES, INC.

Office #1: 3470 Wilshire Blvd, # 626, Los Angeles, CA 90010-3917
BD
CRD#: 156175
Los Angeles, CA
Past

August 19, 2003 - October 1, 2004

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.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/1/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/14/2020
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


KS
KAYAN SECURITIES, INC.
KAYAN SECURITIES, INC.

CRD#: 156175 / SEC#: , 8-68770

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
3470 Wilshire Blvd, # 626, Los Angeles, CA 90010-3917
Mailing Address
3470 Wilshire Blvd, # 626, Los Angeles, CA 90010-3917
Phone number
(213) 739-0998
Established
California since 07/22/2009
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KIM, YONG SOOCEO, PRESIDENT, CFO, CO-CCO, FINOP, DIRECTOR1747849
KIM, JAEHWANPRESIDENT, CO-CCO2544922

Disclosures


Regulatory Event1

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


KAYAN SECURITIES, INC.

CRD#: 156175Los Angeles, CA 90010-3917

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