Chang Won Lee

Current Employers

Employment History

• 06/2015 → 12/2020
  Wme Ltd
  Muntinlupa City
• 01/2021 → 06/2021
  Nj Notary Services
  Ridgefield, NJ
• 07/2021 → Present
  New York Life Insurance Company
  Saddle Brook, NJ
• 12/2021 → Present
  Nylife Securities Llc
  Saddlebrook, NJ
• 11/2022 → Present
  Eagle Strategies Llc
  Saddlebrook, NJ
• 08/2025 → Present
  Opes One Financial Strategies Llc
  Saddle Brook, NJ

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 711 High St., Des Moines, Iowa 50392; Start Date 01/2025; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF OPES ONE FINANCIAL STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (SADDLE BROOK, NJ); START DATE: 08/2025)[AI Tutoring & Education; Provide tutoring for students and coaching for professionals on AI literacy and productivity tools. Strictly educational, not financial, investment, or insurance related.; 100 Grand Cove Way, Edgewater, NJ. 07020; Start Date 09/2025; Role/Title: Educator/Instructor; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-05
• S63 Uniform Securities Agent State Law Examination
  2022-02-08

Other Names

• John Lee