Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenny? Claim Your ProfileLenny Joseph Lippert is an investment advisor representative at Wells Fargo Clearing Services, LLC. Lenny has been in the industry since September 2022, working in both financial and insurance industries. Lenny's main focus is on providing financial advice to individuals, corporations, and institutions. Lenny has passed the Series 63, Series 65 and Series 7TO examinations, as well as the Securities Industry Essentials Examination. Lenny is registered as an investment advisor representative in Kansas and Texas.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
03/12/2024 - Present
Wells Fargo Clearing Services, LLC (LEAWOOD KS)
IA
Issued 10/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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