Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Lee is a financial advisor registered with SCF Investment Advisors, Inc. Frank is a registered investment advisor representative with SCF Investment Advisors, Inc., with experience in the financial services industry. Frank has been in the financial services industry since 2023. Frank holds a Series 63, Series 65, Series 6TO, and SIE license. Frank offers financial planning, portfolio management, and educational seminars to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Frank also provides selection of other advisors and pension consulting services. Frank is licensed to provide investment advice in California and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
11/13/2024 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
CA
11/21/2023 - 06/21/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BAKERSFIELD CA)
BC
Issued 01/20/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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