Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Zou yeag Teng is a financial advisor with over 25 years of experience in the financial services industry. Frank is currently registered with LPL Financial LLC in Seal Beach, California. Frank has a strong background in securities, investment advisory services, and insurance. Frank holds Series 7, 63, 65, and 24 licenses. Frank is also a Certified Financial Planner (CFP®). Prior to joining LPL Financial LLC, Frank worked with FIRST ALLIED SECURITIES, INC., MERCER ALLIED COMPANY, L.P., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/15/2024 - Present
LPL Financial LLC (SEAL BEACH CA)
CA
06/23/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ORANGE CA)
CA
11/02/1999 - 11/18/2014
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
MN
10/06/1997 - 03/19/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/06/1997 - 03/19/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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