Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Edward Lenzini is a financial advisor with Retirement Planners Of America. Joel has been in the financial industry since 2004 and holds a Series 7 and Series 66 licenses. Joel has worked with TD Ameritrade, Inc., Edward Jones and Amerivest Investment Management, LLC. Retirement Planners of America is a financial advisory firm that provides financial planning and portfolio management services to individuals and families. The firm has offices in Plano, Texas and El Segundo, California.
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.
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.
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TX
05/12/2016 - Present
Retirement Planners OF America (PLANO TX)
CA
06/08/2007 - 05/02/2016
TD AMERITRADE, INC. (LONG BEACH CA)
CA
07/20/2004 - 05/07/2007
EDWARD JONES (MANHATTAN BEACH CA)
BOTH
Issued 03/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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