Unclaimed
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 a financial advisor with over 9 years of experience in the financial services industry. Christopher holds Series 6, 63, 26 and 65 licenses, along with the SIE designation, allowing Christopher to provide a wide range of financial services. Christopher is currently registered with MML Investors Services, LLC and is licensed to provide investment advice in Florida and Texas. Christopher has previously been registered with FORESTERS FINANCIAL SERVICES, INC. Christopher specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension plans, insurance companies, and charitable organizations. Christopher works with clients to develop and implement customized financial plans that meet their unique needs and 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 09/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
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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