Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lenz is a financial advisor with over 20 years of experience in the industry. He is currently registered with MML Investors Services, LLC. Previously, George Lenz worked with Ameriprise Financial Services, LLC, Janney Montgomery Scott LLC, HD Brous & Co., Inc., and Duke & Co., Inc. George Lenz holds Series 7, Series 63, and Series 65 securities licenses and is registered to provide investment advice in several states, including New York, Texas, Alabama, Arizona, California, Florida, Hawaii, Michigan, Minnesota, Mississippi, Nevada, New Jersey, North Carolina, Virginia, and Washington. George Lenz is a President of TubesUSA Inc, a company selling audio electronics and vacuum tubes.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/01/2021 - Present
MML Investors Services, LLC (Melville NY)
NY
11/21/2008 - 06/02/2021
AMERIPRISE FINANCIAL SERVICES, LLC (MITCHEL FIELD NY)
NY
06/18/1999 - 12/16/2008
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NY
04/16/1998 - 06/24/1999
HD BROUS & CO., INC. (GREAT NECK NY)
NY
01/28/1998 - 03/03/1998
DUKE & CO., INC. (NEW YORK NY)
IA
Issued 04/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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