Rob Lenz Email & Phone Number
Financial Advisor and Managing Director @ Financial Services Company
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Rob Lenz Location
- Phoenix, AZ, US
Rob Lenz Work
- 2021 -now Financial Advisor and Managing Director @
- 2013 -2021 Vice President, Financial Advisor @
- 2005 -2013 Vice President, Financial Advisor @
- 2001 -2005 Financial Advisor @ A.G. Edwards and Sons
- 1999 -2001 Financial Advisor @
- 1996 -1999 Registered Representative @ Lenz Investments and Insurance Services
- 1991 -1996 Registered Representative @
Rob Lenz Education
- California Polytechnic State University in San Luis Obispo
Bachelor of Science in Business Administration (Finance)
1988-1991
Rob Lenz Skills
- Investments
- Series 7
- Strategic Financial Planning
- Retirement Planning
- Fixed Annuities
- Life Insurance
- Series 6
- Financial Services
- Series 63
- Investment Advisory
Rob Lenz Summary
- Rob Lenz, based in Phoenix, AZ, US, is currently a Financial Advisor and Managing Director at Ameriprise Financial Services, LLC. Rob Lenz brings experience from previous roles at Morgan Stanley, Wells Fargo Advisors, A.G. Edwards and Sons and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rob Lenz holds a 1988 - 1991 Bachelor of Science in Business Administration in Finance @ California Polytechnic State University in San Luis Obispo. With a robust skill set that includes Investments, Series 7, Strategic Financial Planning, Retirement Planning, Fixed Annuities and more. Rob Lenz has 1 emails and 2 mobile phone numbers on RocketReach.
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