Paul Eugene Lee

Current Employers

Employment History

• 01/2009 → Present
  Ubs Financial Services Inc
  Barrington, IL

Previous Registrations

• 1998-04-12 → 2009-02-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Deer Park, IL

Other Businesses

1) PRESBYTERIAN FOUNDATION / 200 E 12TH ST JEFFERSONVILLE,INDIANA 47130 / FOUNDATION/ OTHER RELIGIOUS MISSION GIVING / HELPING TO RAISE, STEWARD, AND DISTRIBUTE FUNDS FOR MISSION AND MINISTRY, SINCE 1799. / TRUSTEE / / TO PROMOTE THE AWARENESS OF THE FOUNDATION / START DATE 10/01/2013/ END DATE 09/30/2016 2) Investments and Wealth Institute/5619 DTC Parkway/Greenwood Village,Colorado, 80111 US/Subject Matter Expert | Expert Faculty Network/9/1/2020/The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications-Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)-we deliver rigorous, highly practical education./ TIme required off work?: NA 3) Name of Business: Sea Pines Resort./ Address: 32 Greenwood Drive Hilton Head IslandSC United States./ Investment Related: No./ Nature: golf resort./ Role: Part time golf starter on weeknights and weekends. Maximum 8 hours per week./ Start Date: 10/1/2023./ Time Required: N/A.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-07
• S63 Uniform Securities Agent State Law Examination
  1993-10-28