Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Lee is a financial professional who has been in the industry since July 2019. Carmen is currently registered with Franklin Distributors, LLC. Previously, Carmen was registered with FRANKLIN/TEMPLETON DISTRIBUTORS, INC. in San Mateo, CA. Carmen has passed the Series 6TO and SIE exams.
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.
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.
1
2
CA
07/07/2021 - Present
Franklin Distributors, LLC (San Mateo CA)
CA
07/08/2019 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 07/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Carmen Lee is the right advisor for you? Invested Better is here to help.
