Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenz? Claim Your ProfileLenz Rodmy Gutierrez is a financial advisor at Fidelity Personal and Workplace Advisors, based in Boston, MA. With over 15 years of experience in the industry, Lenz specializes in providing financial planning, portfolio management, and educational seminars to individual clients. Lenz holds licenses in a variety of states, including Texas, Massachusetts, and California, and has a strong background in investment strategies. Lenz is committed to helping clients achieve their financial goals and providing personalized, comprehensive financial advice. Previous to working at Fidelity, Lenz worked for Northwestern Mutual Investment Services, LLC.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
01/19/2009 - 10/02/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
BOTH
Issued 07/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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