Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Thomas Stoerzinger is a financial advisor with over 30 years of experience in the financial services industry. Lee has been associated with United Planners' Financial Services of America A Limited Partner since November 2017. Lee previously worked for SII Investments, Inc. for 17 years. Lee is a Certified Financial Planner™ professional and holds Series 6, 7, 26, 63 and 65 licenses. Lee is a member of the Rotary Club of N. St. Paul/Maplewood/Oakdale, Beacon Shores Association, and is the author of "On the Back Burner". Lee Stoerzinger's areas of expertise include financial planning, retirement planning, college savings, and estate planning. Lee provides financial services to a wide range of clients, including individuals, families, and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/13/2017 - Present
United Planners' Financial Services OF America A Limited Partner (OAKDALE MN)
MN
09/25/2000 - 11/14/2017
SII INVESTMENTS, INC. (OAKDALE MN)
CO
05/23/1994 - 09/27/2000
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NA
04/21/1993 - 05/23/1994
PROGRAMMED EQUITIES CORPORATION
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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