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ANDREW LENART
ANDREW A LENART, ANDREW N/A LENART N/A
CRD#: 5729781
IA
B
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 801 LAUREL OAK DRIVE
2ND FLOOR - SUITE MD
NAPLES, FL 34108
2ND FLOOR - SUITE MD
NAPLES, FL 34108
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 801 LAUREL OAK DR
FL 2
NAPLES, FL 34108
FL 2
NAPLES, FL 34108
0
Disclosures
15
Years of Experience
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State Registrations
B
Florida 2/4/2014
B
Georgia 2/4/2014
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Florida 9/14/2016
B
Ohio 7/15/2014
SRO Registrations
B
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IA
Registered with this firm since 9/14/2016
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Registered with this firm since 2/4/2014
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/06/2014 - 12/31/2016 | NAPLES, FL | |
IA | 02/05/2010 - 01/10/2014 | NAPLES, FL | |
B | 11/03/2009 - 01/10/2014 | NAPLES, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.