Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jung Lee is a financial professional with over 20 years of experience in the industry. Christopher is registered with J.P. Morgan Securities LLC and is licensed to provide investment advice in multiple states. Christopher has a diverse background in the financial services industry, including experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Raymond James Financial Services, Inc. Christopher holds the Series 7, Series 10, Series 9, Series 31, and Series 65 licenses, as well as the SIE designation. Christopher also holds the Certified Financial Planner designation. Christopher is committed to providing clients with comprehensive financial planning services, including portfolio management for individuals and businesses, and selection of other advisors.
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
NY
07/21/2016 - Present
J.p. Morgan Securities LLC (New York NY)
NY
03/04/2009 - 05/10/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/29/2007 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/06/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
07/13/2001 - 02/05/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
11/20/1998 - 08/01/2001
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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