Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lena? Claim Your ProfileLena Zandler is a financial professional registered with U.S. Bancorp Investments, Inc. in Charlotte, NC. Lena holds the Series 63, Series 79TO, and SIE licenses and has been in the financial industry since June 2021.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
06/11/2021 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
BC
Issued 09/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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