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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenet? Claim Your ProfileLenet Rivas is a financial professional with experience in the financial services industry. Lenet is a Certified Financial Planner™ professional and holds the Series 7, Series 10, Series 9, Series 63 and Series 66 licenses. Lenet is currently employed by Cresset Asset Management, LLC, and previously worked at Fidelity Brokerage Services LLC. Lenet provides financial planning, portfolio management, pension consulting and educational seminars, and also offers tax services, bookkeeping, financial reporting and clerical assistance. Lenet works with individuals, high-net-worth individuals, charitable organizations, corporations, pooled investment vehicles and other investment advisors.
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.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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
IL
08/24/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
GA
05/07/2020 - 07/25/2023
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
BOTH
Issued 07/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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