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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Nicholas Lee is an Investment Advisor Representative with MML Investors Services, LLC. Christopher has been in the industry for over 9 years and is licensed in 19 states. Christopher holds a Series 6, Series 26, Series 63 and Series 65 license, and is also registered with the Securities and Exchange Commission. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, and asset allocation programs. Christopher is committed to providing his clients with personalized advice and guidance to help them 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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
09/11/2020 - Present
MML Investors Services, LLC (Plantation FL)
FL
10/21/2014 - 11/01/2018
FORESTERS FINANCIAL SERVICES, INC. (Sunrise FL)
IA
Issued 9/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/26/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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