Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenee? Claim Your ProfileLenee Dirzuweit is a financial advisor with Cerity Partners LLC, working out of the Towson, Maryland office. Lenee has been a registered professional in the financial services industry since 1994, and has earned Series 7, 6, 31, 9, 10, 24, 63, and 65 licenses.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
12/11/2024 - Present
Cerity Partners LLC (TOWSON MD)
MD
03/13/2009 - 04/09/2020
RBC CAPITAL MARKETS, LLC (BALTIMORE MD)
MD
07/17/2006 - 03/13/2009
FERRIS, BAKER WATTS, LLC (BALTIMORE MD)
NY
02/21/2006 - 07/18/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
07/29/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
05/01/2003 - 07/06/2004
M&T SECURITIES, INC. (BALTIMORE MD)
MD
04/23/1996 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
NC
04/28/1994 - 01/19/1996
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 07/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2022
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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