25.12.4
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DL
David Lee
4 Credentials
3 Issuers
CFA Institute Charterholder Member
CFA Institute Charterholder Member
August 28, 2024
CFA Institute
CFA Institute Charterholder
DAVID JUNG GI LEE, CFA
Charter Awarded
2022
CFA Institute Charterholder
August 23, 2024
CFA Institute
David Lee
meets current certification requirements and is thereby licensed in good standing to use the certification marks
Registrant ID #75061
for the period ending March 31, 2026
CERTIFIED FINANCIAL PLANNER®
CERTIFIED FINANCIAL PLANNER®
May 1, 2024
FP Canada
David Lee
December 13, 2023
Advanced Certificate in 3H Financial Planning
Advanced Certificate in 3H Financial Planning
December 13, 2023
FP Canada Institute