Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Arthur Lenz is an advisor at Ameriprise Financial Services, LLC. Robert has over 30 years of experience in the financial industry. Robert has held positions at several firms including Morgan Stanley, Wells Fargo Advisors, LLC, and A.G. Edwards & Sons, Inc. Robert is registered to provide investment advice in 16 states including Arizona, California, Idaho, Michigan, Minnesota, Missouri, Nevada, New Mexico, Ohio, Oregon, South Carolina, Texas, Washington, and Wisconsin. Robert is a Series 6, 7, 63 and 66 licensed professional.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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AZ
04/14/2021 - Present
Ameriprise Financial Services, LLC (SCOTTSDALE AZ)
AZ
03/01/2013 - 05/06/2021
MORGAN STANLEY (SCOTTSDALE AZ)
CA
01/03/2011 - 03/05/2013
WELLS FARGO ADVISORS, LLC (SANTA ROSA CA)
CA
10/07/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA ROSA CA)
MO
07/20/2001 - 10/10/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/17/2000 - 07/24/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IN
10/01/1997 - 10/09/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
05/13/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
MA
11/21/1991 - 05/21/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/21/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 12/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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