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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenny? Claim Your ProfileLenny Martinez is an Investment Advisor Representative with Simplicity Wealth, a firm with offices in Summit, NJ and Farmers Branch, TX. Lenny has been in the industry since 2000 and holds a Series 65 license. Lenny is registered with the state of Texas as an Investment Advisor.
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.
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.
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.
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TX
03/15/2024 - Present
Simplicity Wealth (Farmers Branch TX)
IA
Issued 07/01/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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