Transitions Wealth Advisors
1100 Lincoln Ave. Suite 241 San Jose, CA 95125   (408) 357-7762
1100 Lincoln Ave. Suite 241
San Jose, CA 95125  
(408) 357-7762
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Lisa Yee – Transitions Wealth Advisors

Published January 17, 2020 at 150 × 150 in Lisa Yee – Transitions Wealth Advisors
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Lisa Yee - Transitions Wealth Advisors

Lisa Yee – Transitions Wealth Advisors

Lisa Yee – Transitions Wealth Advisors

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    Transitions Wealth Advisors
     
    1100 Lincoln Ave. Suite 241
    San Jose, CA 95125
    Phone: (408) 357-7762
    Fax: (669) 999-1914
    Check the background of this firm
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    • Our Story
    • Your Team
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    • Contact
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    Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Transitions Wealth Advisors is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advise.

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    Fidelity Investments and Fidelity InstitutionalSM (together "Fidelity") is an independent company, unaffiliated with Kestra Financial or Transitions Wealth Advisors. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Transitions Wealth Advisors and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 831385.4.0