Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenard? Claim Your ProfileLenard Anthony Reives is an active investment advisor representative, registered with the state of New Jersey and New York. Lenard has been in the securities industry since June 1999. Lenard is currently employed by Citigroup Global Markets Inc.. Lenard has also been employed by SANTANDER SECURITIES LLC, RBC CAPITAL MARKETS, LLC, HSBC SECURITIES (USA) INC., HSBC BROKERAGE (USA) INC., and CHASE INVESTMENT SERVICES CORP.. Lenard holds the Series 6, 7, 63, and 65 licenses. Lenard specializes in providing investment advice to individuals, corporations, high-net-worth individuals, insurance companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Lenard's current employer, Citigroup Global Markets Inc., is a large investment advisor with over $50 billion in assets under management. Citigroup Global Markets Inc. offers a variety of investment services, including portfolio management, financial planning, and asset allocation advice.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
05/29/2013 - 05/22/2018
SANTANDER SECURITIES LLC (BROOKLYN NY)
NY
01/06/2012 - 02/08/2013
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
01/01/2005 - 01/09/2012
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
01/30/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IL
02/24/1999 - 01/14/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 4/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/3/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 2/22/1999
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
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
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