Emi Lee (CRD# 7591612) is an Investment Advisor Representative working at Cuso Financial Services in Hadley, MA and has 1 year of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Jul 2022 - Current | 1 |
| Umassfive College Federal Credit Union | Hadley, MA | Jul 2022 - Current | 1 |
| Paper Crane Reiki LLC | Northampton, MA | May 2020 - Current | 4 |
| Umassfive College Federal Credit Union | Hadley, MA | Nov 2019 - Jul 2022 | 2 |
| Bossie Family | Florence, MA | Sep 2018 - Mar 2020 | 1 |
| Portland Summer Scholars | Portland, OR | Jun 2018 - Aug 2018 | < 1 |
| Blueprint Schools Network | Holyoke, MA | Feb 2018 - Jun 2018 | < 1 |
| Bistro 63 | Amherst, MA | Jul 2016 - Feb 2018 | 1 |
| Unemployed | Amherst, MA | May 2016 - Sep 2016 | < 1 |
| Zen Restaurant | Northampton, MA | Aug 2014 - May 2016 | 1 |
| Smith College | Northampton, MA | Sep 2012 - May 2016 | 3 |
| The Wharf Pub | Edgartown, MA | Jul 2015 - Aug 2015 | < 1 |
| Portland Parks And Recreation | Portland, OR | Jun 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- MA
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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