Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Man? Claim Your ProfileMan Chi Lee is a financial advisor associated with Avantax Advisory Services. Man has been in the financial services industry since July 2019. Man has been registered with the state of New Jersey as an investment advisor representative since October 2019. Man also has a Series 7 and Series 66 licenses. Man is a partner at Nisivoccia LLP, a tax and accounting firm, and is the owner of WealthSpring Financial Partners LLC, a proposed acquisition vehicle for financial services and tax practices. Man also refers clients to Nisivoccia Wealth Advisors and maintains insurance licenses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
10/25/2019 - Present
Avantax Advisory Services (MOUNT ARLINGTON NJ)
NJ
07/23/2019 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MOUNT ARLINGTON NJ)
BOTH
Issued 09/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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