Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Warren Framer is a financial advisor who has been in the industry since 1978. Lee is currently registered with Next Financial Group, Inc. and has been with the firm since 2009. Lee has been registered with the state of Ohio since 2009 and is also registered with Texas as a resident agent. Lee's previous experience includes working with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Lee holds Series 63, 65, 22TO, 6TO, SIE and 1 licenses and specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses.
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.
Seminar/workshop attendance fees
1
2
OH
05/20/2019 - Present
Next Financial Group, Inc. (Akron OH)
OH
01/03/1997 - 04/27/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (COPLEY OH)
IN
11/21/1978 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
11/21/1978 - 06/19/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
01/31/1982 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 07/29/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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