Charlie Lee
My Premium Services



30 +
Years Of Experience
Charlie Lee
Licensed Stock Broker & Investment Advisor
I am a Licensed Financial Adviser and Stock Broker based in the U.S. I enjoy turning complex trading & investment problems into simple, beautiful and profitable models for all of my clients portfolios.
Charlie Lee
Professional Work History
Stock Broker | Investment Advisor
2016 - present (8 years)
Stock Broker | Investment Advisor
1989 - present (36 years)

Charlie Lee
From experience, I know how best to fix your investment portfolio.
Licensed Professional Consultant with over 16 solid years of financial market experience.

Charlie Lee
Brokerage Examinations
General Industry/Products Exam
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Charlie Lee
Client Reviews

1.5 k+
Client Portfolios
99 %
Customer Satisfaction
39 +
Years Of Experience
13 +
State Licenses
Get in Touch
You can also schedule an introductory call with me at your preferred time & date.
contact@charlielee.com
