Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenette? Claim Your ProfileLenette Rene Smith is a financial advisor with over 20 years of experience in the financial services industry. Lenette has been registered with Osaic Wealth, Inc. since September 25, 2003. Lenette previously worked with ROYAL ALLIANCE ASSOCIATES, INC. in Scottsdale, AZ and FSC SECURITIES CORPORATION in Atlanta, GA. Lenette has a wide range of experience and holds the Series 7, Series 24, Series 63, and SIE licenses. Lenette is also registered in Florida and Utah. Lenette specializes in providing financial planning, portfolio management, and pension consulting services for individuals and businesses. Lenette is dedicated to helping clients reach 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.
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.
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.
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2
FL
09/25/2003 - Present
Osaic Wealth, Inc. (PENSACOLA FL)
AZ
03/17/2003 - 08/25/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
08/02/1999 - 04/18/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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