Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Lenz is a financial advisor with LPL Financial LLC. Robert has been in the industry for over 27 years and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Robert is a registered representative with FINRA and has licenses in several states, including Florida, Texas, Colorado, Ohio, Oregon, Pennsylvania, and Puerto Rico.
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.
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FL
10/31/2024 - Present
LPL Financial LLC (CORAL SPRINGS FL)
FL
09/01/2023 - 08/05/2024
OSAIC WEALTH, INC. (Coral Springs FL)
FL
11/17/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Coral Springs FL)
FL
04/20/2005 - 11/18/2016
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
04/20/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT LAUDERDALE FL)
MA
05/14/2002 - 04/22/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
08/02/1996 - 01/08/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/02/1996 - 01/08/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 08/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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