Wan Shan Lee
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Wan Shan Lee (李宛珊), a licensed Representative with CE reference BFP948. Currently licensed at 1 firm(s): Preferred Investment Advisors (H.K.) Limited. Active regulated activities: Type 1 - Dealing in securities; Type 9 - Asset management. This person has 11.0 years of SFC licence history. Total licence records on file: 2.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Preferred Investment Advisors (H.K.) Limited 保富投資顧問(香港)有限公司 |
Rep | Type 9 - Asset management | 2018-05-16 | present |
| Preferred Investment Advisors (H.K.) Limited 保富投資顧問(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2015-07-13 | present |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Wan Shan Lee during overlapping periods. Ranked by how long they overlapped and how similar their regulated activities were, with shared time at a smaller firm weighted more than at a large one. See the detailed formula.