Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Lee is a financial advisor who has been in the industry since 2021. Christian is registered with Missionsquare Retirement in Washington, DC. Christian is currently registered with CA and NV. Christian previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hayward, CA. Christian has a Series 66, Series 7TO and SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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DC
01/01/2025 - Present
Missionsquare Retirement (WASHINGTON DC)
CA
01/11/2021 - 05/23/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HAYWARD CA)
BOTH
Issued 03/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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