Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenia? Claim Your ProfileLenia Vanessa Muro is a financial professional with over 16 years of experience in the industry. Lenia is a registered representative of M Holdings Securities, Inc. and provides a range of financial services including financial planning, portfolio management, and educational seminars.
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
OR
08/16/2021 - Present
M Holdings Securities, Inc. (PORTLAND OR)
CA
04/05/2012 - 07/26/2021
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
10/05/2009 - 04/02/2012
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
03/21/2006 - 09/30/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
BOTH
Issued 05/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2019
Series 4 - Registered Options Principal Examination
BC
Issued 05/04/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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