Investment Representatives

Dean Lee

Registered Representative

(651) 312-9529 | (877) 267-0255 ext. 9529

advisors@affinityplus.org

Locations Covered

Fergus Falls | Moorhead Campus* | Moorhead*

*By Appointment Only

As a Registered Representative of the Affinity Plus Investment Center, I am committed to working with you in developing an investment plan that meets your financial needs and investment timeframe. My goal is to not only help you make investment choices, but also to educate you along the way so that you are informed and comfortable with your investment decisions.

Experience

Business experience

2013-Present Registered Representative, Affinity Plus Investment Center
2012-Present Member Advisor, Affinity Plus Federal Credit Union

Qualifications

  • FINRA registered to sell securities
  • Life and Health Insurance licensed

 

Manage your account

Check the background of this investment professional on FINRA's BrokerCheck.

BrokerCheck Access CUNA Brokerage Account

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. Not NCUA/NSUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-147181.1-0416-0518

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

Go