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Bassie Lee, Clu, Chfc
Registered Representative at NYLIFE Securities LLC
Chartered Financial Consultant (Chfc) with 50+ years of experience in insurance and financial services.
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Location
Palo Alto, California, United States, US
Skills
- Fixed Annuities
- Disability Insurance
- Health Insurance
- Long Term Care
- Retirement Planning
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Bio
Generated by
Topline AI
Bassie Lee is a seasoned financial professional with over 50 years of experience in the insurance and financial services industry. He has worked with NYLIFE Securities LLC and New York Life Insurance Company, offering a range of financial products and services including fixed annuities, disability insurance, health insurance, and retirement planning. He holds a degree in Business from San Jose State University.
As a Chartered Financial Consultant (Chfc) and Certified Life Underwriter (Clu), Bassie has the expertise to provide comprehensive financial solutions to clients.
Experience
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Registered Representative
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Jun 1986 - Present
Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency
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New York Life Insurance Company
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Palo Alto, California, United States
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Agent
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Jun 1974 - Present
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Palo Alto, California, United States
Agent licensed to sell insurance through New York Life Insurance Company.
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Education
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1970 - 1974San Jose State University
B.S., Business
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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