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C. Nick Lee, Mba, Msf Email & Phone Number

Investment Adviser Representative at Coastal Wealth, a MassMutual firm
Location: Miami-Fort Lauderdale Area, United States 8 work roles 3 schools
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Role
Investment Adviser Representative
Location
Miami-Fort Lauderdale Area, United States
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Who is C. Nick Lee, Mba, Msf? Overview

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C. Nick Lee, Mba, Msf is listed as Investment Adviser Representative at Coastal Wealth, a MassMutual firm, a with 303 employees, based in Miami-Fort Lauderdale Area, United States. AeroLeads shows a matched LinkedIn profile for C. Nick Lee, Mba, Msf.

C. Nick Lee, Mba, Msf previously worked as Founder and Wealth Management Adviser at Artisan Wealth Solutions, Llc and Founder & Wealth Management Adviser at Artisan Wealth Solutions, Llc. C. Nick Lee, Mba, Msf holds Bachelor Of Business Administration - Bba, International Finance & Marketing from University Of Miami.

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Email format at Coastal Wealth, a MassMutual firm

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Coastal Wealth, a MassMutual firm

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About C. Nick Lee, Mba, Msf

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. As such, I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.My most common areas of planning include but not limited to:- Buy-Sell Agreements and Succession Planning- Comprehensive Business Evaluations - Asset Protection Strategies - Retirement Needs Analysis & Income SolutionsIt is my passion to cultivate harmonious relationships and long-term value to help my clients grow, protect and enjoy what they have—by helping to ensure their financial plans work as hard as they do.I am licensed to sell insurance in: FL, AK, AL, AR, AZ, CA, CO, CT, DO, GA, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, RI, TN, VA, WA and WV and securities in: FL, CA, CT, MD, PR, AK, WA, NY, TX, NJ, GA, VA and DC. CA Insurance License #4046592AR Insurance License #17390763 My state of domicile is Florida.Christopher Nicholas Lee is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Artisan Wealth Solutions, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 Tel 954.938.8800

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C. Nick Lee, Mba, Msf's current company

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Coastal Wealth, a MassMutual firm
Coastal Wealth, A Massmutual Firm
Investment Adviser Representative
Florida, United States
Employees
303
AeroLeads page
8 roles

C. Nick Lee, Mba, Msf work experience

A career timeline built from the work history available for this profile.

Founder And Wealth Management Adviser

Artisan Wealth Solutions, Llc

Florida, United States

Founder & Wealth Management Adviser

Artisan Wealth Solutions, Llc

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Advisory services Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategieshttps://mycoastalwealth.com/licensing

Assistant General Manager

Island Opportunities (Cayman) Ltd.

Distribution Oversight - Frozen, Dry and Chilled productsInventory ManagementCRMCapital OptimizationWorkforce ManagementSupply Chain Management & LogisticsBrand ManagementWarehousingMarketing/Promotional Initiatives

May 2012 - Aug 2014

Procurement Coordinator

Health Genesis Corp

Vendor ManagmentInventory ManagementCustomer ServiceSupply Chain & Logistics

Jan 2010 - Mar 2012
Team & coworkers

Colleagues at Coastal Wealth, a MassMutual firm

Other employees you can reach at mycoastalwealth.com. View company contacts for 303 employees →

3 education records

C. Nick Lee, Mba, Msf education

Bachelor Of Business Administration - Bba, International Finance & Marketing

University Of Miami

Master Of Science (Msc), Finance

Florida International University - College Of Business

Master Of Business Administration - Mba, Entrepreneurship

Nova Southeastern University
FAQ

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Quick answers generated from the profile data available on this page.

What company does C. Nick Lee, Mba, Msf work for?

C. Nick Lee, Mba, Msf works for Coastal Wealth, a MassMutual firm.

What is C. Nick Lee, Mba, Msf's role at Coastal Wealth, a MassMutual firm?

C. Nick Lee, Mba, Msf is listed as Investment Adviser Representative at Coastal Wealth, a MassMutual firm.

Where is C. Nick Lee, Mba, Msf based?

C. Nick Lee, Mba, Msf is based in Miami-Fort Lauderdale Area, United States while working with Coastal Wealth, a MassMutual firm.

What companies has C. Nick Lee, Mba, Msf worked for?

C. Nick Lee, Mba, Msf has worked for Coastal Wealth, A Massmutual Firm, Artisan Wealth Solutions, Llc, Foresters Financial Services, Island Opportunities (Cayman) Ltd., and Health Genesis Corp.

Who are C. Nick Lee, Mba, Msf's colleagues at Coastal Wealth, a MassMutual firm?

C. Nick Lee, Mba, Msf's colleagues at Coastal Wealth, a MassMutual firm include Michael Dukes, Nick Tranghese, Thomas Walsh, Trujillo Elaine, and Rob Mullinax.

How can I contact C. Nick Lee, Mba, Msf?

You can use AeroLeads to view verified contact signals for C. Nick Lee, Mba, Msf at Coastal Wealth, a MassMutual firm, including work email, phone, and LinkedIn data when available.

What schools did C. Nick Lee, Mba, Msf attend?

C. Nick Lee, Mba, Msf holds Bachelor Of Business Administration - Bba, International Finance & Marketing from University Of Miami.

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