Profiel
Ms. Andrea E.
Chan is Wealth Manager at Lee Financial Group, Inc. She joined Lee Financial in July 2002.
Ms. Chan received a Masters Degree in Accounting from the University of Hawaii in 2003.
She is a series 6, 63, and 65 FINRA registered representative, and a state of Hawaii Life and Health Insurance producer.
She is a current member of the Honolulu Jaycees Japanese Chamber of Commerce.
Eerdere bekende functies van Andrea E. I. Chan
| Bedrijven | Functie | Einde |
|---|---|---|
Lee Financial Group Hawaii, Inc.
 Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Corporate Officer/Principal | - |
Opleiding van Andrea E. I. Chan
| University of Hawai'i at Hilo | Graduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Finance |
