Hana Lee

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → Present
  Wells Fargo Clearing Services, Llc
  Fort Mill, SC
• 10/2021 → Present
  Wells Fargo Bank, Na
  Fort Mill, SC
• 05/2021 → 10/2021
  Onew/New Square
  Charlotte, NC
• 06/2020 → 03/2021
  Amazing Lash Studio
  Charlotte, NC
• 01/2016 → 06/2020
  K-Wig Beauty Supply
  Monroe, NC

Other Businesses

DOLLAR PLUS AND BEAUTY, NOT INVT RELATED, CHARLOTTE, NC, SALES ASSOCIATE, START DATE 10/21/2023, 24 HRS PER MONTH, 0 HRS DURING TRADING, PART TIME AT BEAUTY RELATED RETAIL STORE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-12
• S63 Uniform Securities Agent State Law Examination
  2025-01-17