C. Nick Lee, Mba, Msf

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

Founder and Wealth Management Adviser @ Artisan Wealth Solutions, LLC
Florida, United States
C. Nick Lee, Mba, Msf's Location
Miami-Fort Lauderdale Area, United States, United States
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

C. Nick Lee, Mba, Msf's Current Company Details
Artisan Wealth Solutions, LLC

Artisan Wealth Solutions, Llc

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Founder and Wealth Management Adviser
Florida, United States
C. Nick Lee, Mba, Msf Work Experience Details
  • Artisan Wealth Solutions, Llc
    Founder And Wealth Management Adviser
    Artisan Wealth Solutions, Llc
    Florida, United States
  • Artisan Wealth Solutions, Llc
    Founder & Wealth Management Adviser
    Artisan Wealth Solutions, Llc Nov 2018 - Present
    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
  • Coastal Wealth, A Massmutual Firm
    Investment Adviser Representative
    Coastal Wealth, A Massmutual Firm Nov 2018 - Present
    Fort Lauderdale, Fl, Us
  • Foresters Financial Services
    Senior Associate
    Foresters Financial Services Jun 2016 - Oct 2018
    New York, Ny, Us
  • Foresters Financial Services
    Financial Services Representative
    Foresters Financial Services Sep 2014 - Jun 2016
    New York, Ny, Us
  • Island Opportunities (Cayman) Ltd.
    Assistant General Manager
    Island Opportunities (Cayman) Ltd. May 2012 - Aug 2014
    Distribution Oversight - Frozen, Dry and Chilled productsInventory ManagementCRMCapital OptimizationWorkforce ManagementSupply Chain Management & LogisticsBrand ManagementWarehousingMarketing/Promotional Initiatives
  • Health Genesis Corp
    Procurement Coordinator
    Health Genesis Corp Jan 2010 - Mar 2012
    Vendor ManagmentInventory ManagementCustomer ServiceSupply Chain & Logistics

C. Nick Lee, Mba, Msf Education Details

  • University Of Miami
    University Of Miami
    International Finance & Marketing
  • Florida International University - College Of Business
    Florida International University - College Of Business
    Finance
  • Nova Southeastern University
    Nova Southeastern University
    Entrepreneurship

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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