Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Lentz is a financial professional with over a decade of experience in the financial services industry. Erik is currently registered with Cornerstone Advisors Asset Management, LLC, and has previously held positions at Park Avenue Securities LLC, Guardian Investor Services LLC, and Ameriprise Financial Services, Inc. Erik is a Series 6, 7, and 66 licensed representative and holds the SIE designation. Erik specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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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2
PA
06/15/2017 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
NY
03/31/2015 - 07/06/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/02/2010 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
UT
02/08/2007 - 06/25/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
UT
12/15/2006 - 02/07/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
BOTH
Issued 06/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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