Unclaimed
Michael Lentz is a financial advisor with LPL Financial LLC. Michael has been in the financial industry since November 1, 2009. Michael has a Series 6, 7, 63 and 66 licenses. Michael's office is located at 9505 Reisterstown Rd. Ste 3 NE in Owings Mills, MD. Michael is also registered to provide investment advice in California, Connecticut, District of Columbia, Florida, Georgia, Iowa, Maryland, New Jersey, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Michael has previously worked at M&T Securities, Inc., MSI Financial Services, Inc., and Pruco Securities, LLC. Michael also provides non-variable insurance sales services for Mass Mutual and is a real estate property owner.
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.
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.
Consulting and other non-discretionary advisory services
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
MD
08/10/2020 - Present
LPL Financial LLC (OWINGS MILLS MD)
MD
10/05/2017 - 07/23/2020
PRUCO SECURITIES, LLC. (Owings Mills MD)
MD
10/05/2016 - 10/17/2017
M&T SECURITIES, INC. (BALTIMORE MD)
MD
10/26/2009 - 09/27/2016
MSI FINANCIAL SERVICES, INC. (ELKRIDGE MD)
BOTH
Issued 10/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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