Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Lenkiewicz is a financial advisor with over 15 years of experience in the financial services industry. Tom is registered with J.p. Morgan Securities LLC and has a Series 7TO, Series 6, Series 63, and Series 66 licenses. He is also a Certified Financial Planner. Tom provides a range of financial services to individual and business clients.
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
1
2
WI
11/30/2022 - Present
J.p. Morgan Securities LLC (Milwaukee WI)
IL
02/12/2008 - 11/17/2008
WAMU INVESTMENTS, INC. (CHICAGO IL)
AZ
05/06/2005 - 08/16/2006
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 04/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2005
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Tom Lenkiewicz is the right advisor for you? Invested Better is here to help.
