Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Lee is an investment advisor representative with Eagle Strategies LLC and has been in the securities industry since December 2005. Christine is registered in California, Nevada, New Jersey, New Mexico, New York, North Carolina, and Texas. Christine has passed the Series 6, Series 7, Series 63, and SIE exams. Christine is a Chartered Financial Consultant and specializes in a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Christine is also an insurance broker and has been appointed with outside insurance carriers since June 2008. Christine's experience, certifications, and registrations make her a valuable resource for individuals seeking financial guidance.
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.
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
CA
12/12/2014 - Present
Eagle Strategies LLC (Pasadena CA)
BC
Issued 12/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/1/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christine Lee is the right advisor for you? Invested Better is here to help.
