Hyuk Lee, CFP®

VP - Financial Consultant

+1 571-293-9439

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

21 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2015-2020
  • Financial Rep., Fidelity Investment, 2011-2015
  • Banker, CitiGroup, 2003-2011

Education

  • Purdue University
  • Bachelor of Science in Mechanical Engineering

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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