DANIELLE TA YUAN LEE is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2025-01-21 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2024-08-15 | 2024-12-23 | — |
| HSBC SECURITIES (USA) INC. | 2023-04-28 | 2024-07-29 | — |