Unclaimed
Leah Renga is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and is licensed to offer securities and investment advisory services in multiple states. Leah has a strong background in the financial services industry, holding several professional designations. Leah has been with the firm since 2017 and has a proven track record of success in helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
09/15/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GARDEN CITY NY)
BOTH
Issued 09/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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