Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Farnol Shedroff is a financial advisor with Avantax Advisory Services. Lee has been in the financial services industry since 1985 and has a diverse background in investments, insurance, and tax preparation. Lee holds the Series 7, Series 24, and Series 63 licenses. Lee is also a Certified Financial Planner™.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
06/04/2013 - Present
Avantax Advisory Services (PEORIA AZ)
AZ
08/21/2009 - 04/18/2013
WFG INVESTMENTS, INC. (PEORIA AZ)
AZ
01/08/2008 - 08/24/2009
ASSOCIATED SECURITIES CORP. (PEORIA AZ)
AZ
03/06/1995 - 07/24/2008
LPL FINANCIAL CORPORATION (PEORIA AZ)
TX
09/14/1992 - 03/06/1995
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
10/01/1985 - 09/03/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 10/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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