Unclaimed
Alexander Lenz is a financial advisor at J.P. Morgan Securities LLC. Alexander has been in the financial services industry since 2004. Alexander specializes in providing financial advice to individuals, families, and businesses. Alexander is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in multiple states. Alexander also holds a Series 7, Series 66, and SIE license. Alexander has a diverse background in financial services, having worked for several firms, including Fidelity Brokerage Services LLC, Wachovia Securities, LLC, and A.G. Edwards & Sons, Inc. Alexander has a strong understanding of the financial markets and is committed to providing clients with the best possible investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
10/28/2015 - Present
J.p. Morgan Securities LLC (ELGIN IL)
IL
12/02/2010 - 09/22/2015
FIDELITY BROKERAGE SERVICES LLC (SCHAUMBURG IL)
TX
01/01/2008 - 12/19/2008
WACHOVIA SECURITIES, LLC (FRISCO TX)
TX
10/08/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FRISCO TX)
BOTH
Issued 10/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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