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Lenajo Marie Hartley

Arkadios Wealth Advisors

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About Lenajo Marie Hartley

Lena-Jo Marie Hartley is a registered investment advisor representative with Arkadios Wealth Advisors in Auburn, Maine. Lena-Jo has been in the industry since 1997 and holds a variety of licenses, including Series 7, 6, 63, 65, 24, and SIE. She is also a licensed insurance agent. Lena-Jo provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Lenajo Hartley is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lenajo Hartley’s Registration & Firm History

ME

10/14/2022 - Present

Arkadios Wealth Advisors (Auburn ME)

ME

07/17/2020 - 10/27/2022

SECURITIES AMERICA, INC. (AUBURN ME)

ME

06/30/1997 - 07/17/2020

INVESTACORP, INC. (AUBURN ME)

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Licenses & Designations

IA

Issued 08/12/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/1998

Series 7 - General Securities Representative Examination

BC

Issued 06/27/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lenajo Marie Hartley. Review regulatory record here.
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