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
- Financial Advisor and Managing Director @ (April 2021 - Present)
- Vice President, Financial Advisor @ (March 2013 - April 2021)
- Vice President, Financial Advisor @ (October 2005 - March 2013)
- Financial Advisor @ A.G. Edwards and Sons (July 2001 - October 2005)
- Financial Advisor @ (September 1999 - July 2001)
- Registered Representative @ Lenz Investments and Insurance Services (June 1996 - September 1999)
- Registered Representative @ (April 1991 - June 1996)
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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