Unclaimed
Naomi Claire Lentz is a registered representative with Northwestern Mutual Investment Services, LLC. Naomi Claire Lentz is located in Addison, Texas. Naomi Claire Lentz has been in the securities industry since February 1, 2022. Naomi Claire Lentz has passed the Uniform Securities Agent State Law Examination (Series 63), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Securities Industry Essentials Examination (SIE).
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
02/02/2022 - Present
Northwestern Mutual Investment Services, LLC (ADDISON TX)
BC
Issued 03/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Naomi Lentz is the right advisor for you? Invested Better is here to help.