Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patti? Claim Your ProfilePatti Lent is a financial advisor with J.P. Morgan Securities LLC. Patti has been working in the financial industry for over 20 years. Patti has been registered with the state of Michigan since October 2012. Prior to joining J.P. Morgan Securities, Patti worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Financial Services, Inc. Patti is licensed to provide financial advice in numerous states across the United States. Patti also holds the Series 7 and Series 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
MI
09/20/2013 - Present
J.p. Morgan Securities LLC (PORTAGE MI)
MI
06/18/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (KALAMAZOO MI)
IL
05/09/2006 - 06/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKBROOK IL)
IL
07/02/2004 - 04/07/2006
AMERIPRISE FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
MN
07/02/2004 - 04/07/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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