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About Frank Lysee
As a Financial Advisor at Equitable Advisors, I Focus on Creating Wealth and Benefits Strategies for Designers to create optimum lifestyle, while reducing taxes...
Frank Lysee's Work History
Financial Advisor at Equitable Advisors
Equitable Advisors
Feb 2021 - Present
➤ WHAT WE DO:
I help individuals, small business owners and families protect and grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their goals.
➤ HOW WE DO IT:
I take my Financial mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.
We help you:
✔ Create the ultimate work life balance with our advanced financial wealth building concepts.
✔ Create your optimum Financial lifestyle through goal setting, financial mapping and account consolidation.
✔ Retain Key Employees and Potential hires with our Employee Benefits Solutions we offer making your everyday work life more balanced.
➤ WHAT MAKES US DIFFERENT:
Have the proper financial tools set up to reduce your tax liability towards you and your estate. Use a proven process to know when and how you will retire. Provide you with an unbiased solution to company benefits to retain your talented employees.
✔ Want To Learn More?:
☏ 561-961-9318
✉ [email protected]
https://www.linkedin.com/in/frank-lysee-541a3493/
Retirement Employee Benefits
Financial Advisor at The Prudential Insurance Company of America
Palm Beach
Feb 2018 - Feb 2021
• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs
• Develops customized ideas and solutions for each client
• Specializes in helping clients meet their protection needs through a variety of insurance products
Financial Advisor
Coast Wealth Massmutual Financial
Jul 2016 - Feb 2018
Financial Advisor, Financial planner.
Financial professional providing Health, Life, Disability, and Long term care insurance, securities and investments for business owners, individuals and families.
Current licenses;
Series 6
Series 7
Series 66
Life-Health-Variable Annuities (2-15)
Financial Services Representative & Financial Advisor
Metlife
Jun 2008 - Jun 2016
Financial Services Representative & Financial Advisor
MetLife
July 2008 – Present, Boca Raton, Florida.
Conference qualifier 2011.
Financial professional providing insurance, securities and investments for business owners, individuals and families.
Current licenses;
Series 6
Series 7
Series 66
Life-Health-Variable Annuities (2-15)
Branch Manager/Owner
Transcontinental Lending
Jan 2000 - Jun 2008
•Recruited and trained loan officers, real estate sales agent, telemarketers and was awarded “#1 Lending Branch” out of 285 branches for 2004, 2005, 2006
•Increased loan originations by 40% per quarter for a single branch
•Produced outstanding results in loan origination and real estate sales
Frank Lysee's Current Work Details
Frank Lysee's Location
West Palm Beach, Florida, United States
Frank Lysee's Expertise
As a Financial Advisor at Equitable Advisors, I Focus on Creating Wealth and Benefits Strategies for Designers to create optimum lifestyle, while reducing taxes by using our Unique Financial Well-being concept.
Have you found yourself having these feelings?
❌ Stressed out from trying to plan when you will retire and how to not outlive that wealth?
❌ Think there is too much to keep track?
❌Frustrated with the lack of comprehensive retirement strategies for all your accounts?
Perhaps you never had the chance to find a trusted authority in the Financial Planning space.
Perhaps you are too busy to get the chance to sit down and think about these important aspects of your financial wellness that may go overlooked.
Well, I’m very proud to say that thanks to the expertise and work done as a Financial Advisor at Equitable Advisors, I can help you with things like:
✔ A proven process to help you gauge when and how you will retire and learn the tools needed to not outlive your wealth
✔ Provide you the proper financial tools to set up and reduce your tax liability now and in the future.
✔ Provide you with an unbiased solution financially protect your family and your future.
To learn more about how we can help you reach business stability, please shoot me a direct message through LinkedIn or use the contact information below:
☏ Mobile 954-520-4847 / Office 561-961-9318
✉ [email protected]
https://www.linkedin.com/in/frank-lysee-541a3493/
Retirement Tax Strategies Employee Benefits
Financial Advisor at Equitable Advisors, I Focus on Creating Wealth and Benefits Strategies for Designers to create optimum lifestyle, while aiding to reduce taxes by using our Financial Well-being concept.
Frank Lysee's Current Industry
Equitable Advisors
Frank Lysee's Prior Industry
Transcontinental Lending | Metlife | Coast Wealth Massmutual Financial | Palm Beach | Equitable Advisors
Frank Lysee's Education
Education
No education details available
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