linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Veronica Diane Lee

Flexpath Strategies

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Veronica? Claim Your Profile

About Veronica Diane Lee

Veronica Diane Lee is an investment advisor representative with Flexpath Strategies. Veronica is based in Aliso Viejo, CA and has over 20 years of experience in the financial services industry. Veronica has worked with various financial institutions such as KESTRA INVESTMENT SERVICES, LLC, FINANCIAL TELESIS INC, PRINCOR FINANCIAL SERVICES CORPORATION, and ONE ORCHARD EQUITIES, INC. She currently holds licenses in California and specializes in pension consulting and portfolio management for pooled investment vehicles.

Firm Information

Veronica Lee is currently registered with Flexpath Strategies. Flexpath Strategies is an investment advisor based in Aliso Viejo, California. The firm has approximately $1 billion to $10 billion in assets under management. It offers advisory services to pension plans and pooled investment vehicles.
Flexpath Strategies

120 VANTIS SUITE 480

ALISO VIEJO, CA 92656

$65.97B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Veronica Lee’s Registration & Firm History

CA

07/27/2023 - Present

Flexpath Strategies (ALISO VIEJO CA)

CA

08/01/2014 - 04/22/2017

KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)

CA

12/08/2004 - 07/22/2014

FINANCIAL TELESIS INC (ALISO VIEJO CA)

IA

06/08/2001 - 12/07/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

CO

12/14/1998 - 11/15/2000

ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)

Not sure if Veronica Diane Lee is right for you?

Licenses & Designations

IA

Issued 08/03/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Veronica Diane Lee.
Not sure if Veronica Diane Lee is right for you?