Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Maria Lee is a financial advisor with Lion Street Advisors, LLC. She has been in the industry since 2006. Christina holds Series 7, 66 and SIE licenses and is registered in Delaware, Maryland, Arizona and Pennsylvania. She offers financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisers. Christina also has experience in insurance, real estate and education.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
11/07/2022 - Present
Lion Street Advisors, LLC (AUSTIN TX)
MD
12/06/2019 - 08/21/2020
SA STONE WEALTH MANAGEMENT INC. (Elkton MD)
CA
08/27/2019 - 12/23/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
DE
05/13/2016 - 10/02/2017
SIGNATOR INVESTORS, INC. (WILMINGTON DE)
DE
07/01/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WILMINGTON DE)
CA
02/24/2011 - 09/28/2012
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MD
11/02/2009 - 11/05/2010
SAMMONS SECURITIES COMPANY, LLC (ELKTON MD)
DE
09/03/2003 - 07/07/2009
METLIFE SECURITIES INC. (NEWARK DE)
DE
09/03/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEWARK DE)
NY
08/08/2002 - 08/28/2003
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 11/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christina Lee is the right advisor for you? Invested Better is here to help.
