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 a registered representative with Citigroup Global Markets Inc. Lenard has been in the industry since June 1999 and has held previous roles with SANTANDER SECURITIES LLC, RBC CAPITAL MARKETS, LLC, HSBC SECURITIES (USA) INC. and HSBC BROKERAGE (USA) INC. Lenard holds a Series 63 and Series 65 licenses. Lenard has worked with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations.
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 04/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1999
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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