Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lenning is a financial professional with over 7 years of experience in the industry. James is currently registered with Fifth Third Securities, Inc. and holds the Series 79, Series 63 and SIE licenses. James's previous experience includes roles at H2C SECURITIES INC. and SUNTRUST ROBINSON HUMPHREY, INC.. James is registered to offer securities in California, Georgia, Michigan and Rhode Island. Fifth Third Securities, Inc. manages over $7 billion in assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and pooled investment vehicles. Fifth Third Securities, Inc. offers financial planning, portfolio management, selection of other advisers, and a sponsor wrap fee program.
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.
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.
Sponsor wrap fee program
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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2
GA
03/29/2024 - Present
Fifth Third Securities, Inc. (ATLANTA GA)
GA
02/01/2022 - 04/01/2024
H2C SECURITIES INC. (ATLANTA GA)
GA
09/06/2017 - 11/26/2019
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 04/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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