Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lenza is a financial advisor with PFS Investments Inc. He has been in the industry since May 2008. Eric is a registered representative in both New Jersey and New York. Eric has a Series 6 and a Series 63 license, as well as a Securities Industry Essentials Examination (SIE). Eric has a branch office location in Middletown, New York. Eric helps individuals create and manage their investment portfolios.
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.
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.
1
2
NY
05/26/2008 - Present
PFS Investments Inc. (MIDDLETOWN NY)
BC
Issued 06/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Lenza is the right advisor for you? Invested Better is here to help.
