Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lee is a financial advisor with LPL Financial LLC. He is based in Charlotte, North Carolina and is also licensed in South Carolina. Christopher has over 1 year of experience in the financial services industry. Christopher is a Series 7, 63, and 66 licensed professional. His areas of expertise include financial planning, portfolio management, and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
02/19/2025 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/18/2023 - 10/06/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 07/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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