Unclaimed
Brenda Lenz is a financial advisor affiliated with First Affirmative Financial Network LLC. She has been in the financial industry since 1985. Brenda holds Series 7 and Series 6 registrations and is also a Certified Financial Planner. Brenda is currently registered in Kansas and has prior registrations in California and New York. Brenda is a financial planner and investment advisor with an emphasis on working with individuals, corporations and charitable organizations. Brenda focuses on providing financial planning services, investment management and financial education.
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.
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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KS
01/02/2013 - Present
First Affirmative Financial Network LLC (Lawrence KS)
CA
11/23/1990 - 03/16/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
10/14/1985 - 10/24/1990
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/14/1985 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 03/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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