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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 Michael Lee is a financial advisor at New England Capital Financial Advisors LLC in South Meriden, CT. Christopher has been a financial advisor for over 20 years and holds Series 6, 63, and 65 securities licenses. Christopher also has experience with investment company products, variable contracts, and financial planning. Christopher is a CERTIFIED FINANCIAL PLANNER™.
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.
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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CT
03/20/2014 - Present
NEW England Capital Financial Advisors LLC (SOUTH MERIDEN CT)
CT
01/02/2013 - 10/03/2023
PURSHE KAPLAN STERLING INVESTMENTS (SOUTH MERIDEN CT)
CT
01/02/2004 - 12/31/2012
HARVEST CAPITAL LLC (SOUTH MERIDEN CT)
LA
12/16/2001 - 12/31/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
01/17/1996 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
IA
Issued 06/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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