KEVIN LEE

Wealth Manager (Dual Licence)

MAS Rep No: LCL200064410

Languages: English, Mandarin

Industry Experience: 17 years

ABOUT ME

Hi ! I am Kevin, Economics & Engineering educated dual license financial representative, specialising in Securities Advisory Service (SAS) and Retirement Planning. One of my core expertise is in managing my clients’ SAS portfolios. I spent my workdays mainly on equities research and keeping myself updated in the latest financial markets developments. I cordially invite you to scroll down to the bottom of the page and view my clients testimonials to get a better sense of my abilities and traits. Thank you :) SECURITIES herein refers to EQUITIES.

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • FLYING START QUALIFIER FOR SECURITIES ADVISORY
    (2020-2021)
  • TOP PERFORMING FATR FOR SECURITIES ADVISORY SERVICE
    (2020)
  • FLYING START QUALIFIER FOR UNIT TRUST ADVISORY
    (2013)
  • FLYING START QUALIFIER FOR MANAGED ACCOUNTS
    (2009)

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TESTIMONIALS

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