Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lentini has over 40 years of experience in the financial services industry. John is a registered representative of Ameriprise Financial Services, LLC and is licensed in 34 states, including Arizona, Texas, and Idaho. John also holds the Series 63, 65, 7, and 5 licenses and the SIE. John has experience working at multiple firms including Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, UBS Financial Services Inc, Prudential Securities Incorporated and Dean Witter Reynolds Inc. Ameriprise Financial Services, LLC is a large firm that provides asset allocation services, financial planning, pension consulting, educational seminars, and other services. John is an experienced advisor who is committed to providing his clients with personalized financial advice.
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 services
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.
1
2
AZ
03/21/2022 - Present
Ameriprise Financial Services, LLC (Scottsdale AZ)
AZ
05/09/2008 - 03/23/2022
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
02/18/2000 - 05/29/2008
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
NY
12/05/1994 - 02/23/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/29/1982 - 12/07/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Lentini is the right advisor for you? Invested Better is here to help.
