Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Lentz is a registered representative with Neuberger Berman BD LLC. Colleen has been in the industry for over 10 years and has experience working with various firms. Colleen is a Series 7, 31, 63 and 66 licensed professional and is registered in several states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NY
03/29/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
MA
05/01/2018 - 02/14/2019
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BOTH
Issued 04/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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