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Jeff Lee, Mba

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Finance professional with MBA and industry certifications.
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Location
Greater Orlando, US
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Bio

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Jeff Lee is a finance professional with an MBA from the University of Florida - Warrington College of Business, certified in Series 65, CSRIC, Series 63, and Series 7 by FINRA.

Credentials

  • Series 65
    FINRA
    Apr, 2022
    - Apr, 2026
  • CSRIC™
    College for Financial Planning
    Feb, 2020
    - Apr, 2026
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Oct, 2015
    - Apr, 2026
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2015
    - Apr, 2026
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Education

  • 2021-01 - 2022-12
    University of Florida - Warrington College of Business

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Industry Focus. “Financial Services”

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