Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R? Claim Your ProfileR Chris Nee is a financial advisor with Steward Partners Investment Advisory, LLC, a firm based in New York, New York. R Chris Nee has been in the financial services industry since July 1989 and has extensive experience in providing financial planning and investment management services to individuals, families, and businesses. R Chris Nee is registered with the state of New Hampshire as an Investment Advisor Representative, and is also registered as an Investment Advisor Representative in the state of Texas. R Chris Nee's primary focus is providing investment advisory services to clients.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
04/11/2017 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NH
11/12/2015 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
07/14/2008 - 11/17/2015
OPPENHEIMER & CO. INC. (PORTSMOUTH NH)
NH
04/02/2007 - 07/03/2008
MORGAN STANLEY & CO. INCORPORATED (PORTSMOUTH NH)
NH
05/06/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PORTSMOUTH NH)
NY
03/19/1999 - 05/20/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
08/29/1997 - 03/30/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
07/01/1994 - 08/29/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
12/21/1991 - 07/06/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/12/1989 - 10/26/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/12/1989 - 10/26/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
05/22/1989 - 09/13/1989
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NA
06/15/1988 - 04/15/1989
THE STUART-JAMES COMPANY, INCORPORATED
CO
03/22/1988 - 04/15/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 1/3/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure R Nee is the right advisor for you? Invested Better is here to help.
