Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Lentz is a financial professional with over 20 years of experience in the industry. Jody is currently registered with Park Avenue Securities LLC in Portland, Oregon. Prior to joining Park Avenue Securities LLC, Jody held positions at several other firms including The O.N. Equity Sales Company, Equity Services, Inc., MML Investors Services, LLC, Intersecurities, Inc., First Tennessee Brokerage, Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Jody has a broad range of experience in the financial services industry, including securities, investment advisory, and insurance products. Jody holds licenses for Series 6, Series 63, and SIE.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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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OR
05/03/2023 - Present
Park Avenue Securities LLC (PORTLAND OR)
OH
03/30/2021 - 10/06/2021
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
WA
09/25/2018 - 04/02/2019
EQUITY SERVICES, INC. (BELLEVUE WA)
WA
11/06/2008 - 10/02/2018
MML INVESTORS SERVICES, LLC (SEATTLE WA)
WA
11/13/2003 - 10/20/2008
INTERSECURITIES, INC. (BELLEVUE WA)
TN
07/11/2002 - 10/08/2003
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
WI
07/09/2001 - 08/05/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
07/09/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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