Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Frunzi is a financial advisor at LPL Financial LLC. Scott has been in the financial services industry since 2017. Scott has worked at Vanguard Marketing Corporation and LPL Financial LLC. Scott is registered with the state of California as a Broker-Dealer and Investment Advisor Representative. Scott's specializations include a wide range of financial services, including financial planning, portfolio management, and pension consulting. Scott also provides educational seminars to clients.
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
02/21/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
03/13/2017 - 01/09/2024
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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