Raymond Wai Lee

Current Employers

Employment History

• 04/2009 → Present
  World Financial Group
  Orange, CA
• 09/2010 → 07/2018
  Phoenix Arizona Rental Property
  Phoenix, AZ
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Orange, CA
• 09/2012 → Present
  Hife College Planning
  Aurora, CO
• 07/2012 → Present
  Heartland Institute Of Financial Education
  Aurora, CO
• 12/2013 → Present
  Covered Ca
  San Diego, CA
• 04/2020 → Present
  Net Law Group Inc
  Louisville, KY
• 10/2022 → Present
  Copeland And Jar
  Rosemead, CA
• 05/2009 → Present
  World System Builders (Wsb)
  Rancho Cucamonga, CA
• 09/2023 → Present
  Raymond Lee - Health Insurance Services
  Rosemead, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. World System Builders (WSB) | WFGIA Co-Brand Company | marketing | yes investment related | 8250 White Oak Ave, STE 103A, Rancho Cucamonga, CA 91730 | 05/2009 HIFE COLLEGE PLANNING, 2851 SOUTH PARKER RD STE 1100 AURORA CO 80014, START DATE 09-2012, NOT INVESTMENT RELATED, COLLEGE CONSULTANT, MY DUTIES WOULD BE TO INTRODUCE AND CONDUCT EROLLMET OF FAMILIES WITH COLLEGE-BOUND CHILDREN TO THE HIFE COLLEGE PLANNING PROGRAM. EACH FAMILY WOULD BE PROVIDED COLLEGE FUNDIG RESEARCH AND COACHING SERVICES, I WOULD RECEIVE $200 FOR EACH FAMILY THAT WAS ACCEPTED FOR ENROLLMENT INTO THE PROGRAM, 10 HRS/WEEK HEARTLAND INSTITUTE OF FINANCIAL EDUCATION,2851 S. PARKER RD. SUITE 1100, AURORA, CO 80014, NON-INVESTMENT RELATED, INSTRUCTOR, START DATE 07/17/2012,80HRS PER MONTH COVERED CA; NOT INVESTMENT RELATED; 6050 SANTO RD, SAN DIEGO CA 92124; PROVIDE HEALTH INSURANCE PLANS TO INDIVIDUALS, FAMILIES, AND BUSINESSES, UNDER COVEREDCA; HEALTH INSURANCE AGENT; 20-40 HRS/MONTH; PROVIDE ASSISTANCE TO CONSUMERS IN REGARD TO PROPER ENROLLMENT TO COVEREDCA HEALTH INSURANCE PLANS, UNDER THE NEW PAPACA LAW Net Law Group Inc. / 0420-Present /Investment Related: No/ 12910 Shelbyville Rd. Louisville, KY 40243/Independent Contractor/ Estate Plan, Willis, Trust / Hrs Work: 5 Sec trading Hrs: 5 / I provide referral of potential clients to the self-preparation of estate planning documents COPELAND AND JAR POSITION: Independent Agent NATURE: Medicare Plan and Prescription Drug Plans INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2022 ADDRESS: 1180 Walnut Grove Ave, Apt A, Rosemead CA 91770, United States DESCRIPTION: To consult with seniors and those that qualify for Medicare program and help them to choose the appropriate Medicare Advantage insurance health plans and prescription drug plans. RAYMOND LEE - HEALTH INSURANCE SERVICES POSITION: Independent Agent NATURE: Medicare Plan and Prescription Drug Plans INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2023 ADDRESS: 1180 Walnut Grove Ave, Apt A, Rosemead CA 91770, United States DESCRIPTION: To consult with seniorsand those that qualify for Medicare program and help them to choose the appropriate Medicare Advantage insurance health plans and prescription drug plans. Provide Health related insurance solutions to individuals, families, and businesses. Includes offerings under CCIS - Medicare Advantage.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-04
• S63 Uniform Securities Agent State Law Examination
  2010-07-27