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 an investment advisor representative with Steward Partners Investment Advisory, LLC and is registered in the state of New Hampshire. R Chris Nee has been in the securities industry since July 1989 and has held various roles at firms such as Raymond James Financial Services, Inc., Oppenheimer & Co. Inc., Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc. and Everen Securities, Inc. R Chris Nee specializes in financial planning, investment consulting and portfolio management for individuals. R Chris Nee is also registered in the state of Texas as an investment advisor representative.
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.
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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 01/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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