Unclaimed
Christina Lee is a registered representative with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Christina has been in the financial industry for over 7 years. She holds a Series 7, Series 66, and SIE license. Christina is registered with the state of Texas and California and is licensed to offer securities and investment advisory services in all 50 states. Christina has been employed with J.P. Morgan Securities LLC since April 2022 and is located in the San Francisco branch office. Prior to J.P. Morgan Securities LLC, Christina worked at Morgan Stanley.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your 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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
04/28/2022 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
01/07/2021 - 03/18/2022
MORGAN STANLEY (San Francisco CA)
BOTH
Issued 03/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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