Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liberty? Claim Your ProfileLiberty Dela cruz Lee is a registered representative with Osaic Wealth, Inc. based in Ontario, California. Liberty has been in the financial industry since 2008. Liberty holds the Series 6, Series 7 and Series 63 licenses. Liberty has been registered with the Financial Industry Regulatory Authority (FINRA) since 2008 and is currently registered with Osaic Wealth, Inc.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (ONTARIO CA)
CA
12/22/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ONTARIO CA)
BC
Issued 01/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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