C. Nick Lee, Mba, Msf Email and Phone Number
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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Founder And Wealth Management AdviserArtisan Wealth Solutions, LlcFlorida, United States
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Founder & Wealth Management AdviserArtisan Wealth Solutions, Llc Nov 2018 - PresentKnowledge 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
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Investment Adviser RepresentativeCoastal Wealth, A Massmutual Firm Nov 2018 - PresentFort Lauderdale, Fl, Us -
Senior AssociateForesters Financial Services Jun 2016 - Oct 2018New York, Ny, Us -
Financial Services RepresentativeForesters Financial Services Sep 2014 - Jun 2016New York, Ny, Us -
Assistant General ManagerIsland Opportunities (Cayman) Ltd. May 2012 - Aug 2014Distribution Oversight - Frozen, Dry and Chilled productsInventory ManagementCRMCapital OptimizationWorkforce ManagementSupply Chain Management & LogisticsBrand ManagementWarehousingMarketing/Promotional Initiatives
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Procurement CoordinatorHealth Genesis Corp Jan 2010 - Mar 2012Vendor ManagmentInventory ManagementCustomer ServiceSupply Chain & Logistics
C. Nick Lee, Mba, Msf Education Details
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University Of MiamiInternational Finance & Marketing -
Florida International University - College Of BusinessFinance -
Nova Southeastern UniversityEntrepreneurship
Frequently Asked Questions about C. Nick Lee, Mba, Msf
What company does C. Nick Lee, Mba, Msf work for?
C. Nick Lee, Mba, Msf works for Artisan Wealth Solutions, Llc
What is C. Nick Lee, Mba, Msf's role at the current company?
C. Nick Lee, Mba, Msf's current role is Founder and Wealth Management Adviser.
What schools did C. Nick Lee, Mba, Msf attend?
C. Nick Lee, Mba, Msf attended University Of Miami, Florida International University - College Of Business, Nova Southeastern University.
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