HELEN Y LEE is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2023-10-26 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-04-16 | 2023-10-25 | — |
| SYNTRINSIC INVESTMENT COUNSEL, LLC. | 2017-03-09 | 2018-02-22 | — |