Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Sun Lee is a financial advisor with D.A. Davidson & Co. in Bellevue, Washington. Christina has been in the financial services industry since 2003. Christina is registered with FINRA and is licensed in several states. She has experience working with a variety of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Christina offers a range of financial services including financial planning, portfolio management, and investment advisory services. She has a proven track record of helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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WA
11/15/2021 - Present
D.a. Davidson & Co. (BELLEVUE WA)
WA
07/20/2020 - 11/18/2021
LPL FINANCIAL LLC (REDMOND WA)
WA
06/22/2018 - 07/21/2020
KESTRA INVESTMENT SERVICES, LLC (REDMOND WA)
WA
01/03/2007 - 01/18/2007
FORESIDE FUND SERVICES, LLC (SEATTLE WA)
WA
10/30/2006 - 12/31/2006
ALPS DISTRIBUTORS, INC. (SEATTLE WA)
OH
03/18/2005 - 06/30/2006
GARTMORE DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
PA
01/01/2004 - 03/04/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
08/13/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MN
01/13/2003 - 06/23/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/13/2003 - 06/23/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/10/2002 - 01/03/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 10/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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