Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Ren is a registered Investment Advisor Representative with Core Planning in St. Louis, Missouri. Leon has passed the Series 65 exam, the Uniform Investment Adviser Law Examination, and the SIE exam. Leon also works as a Fin Sys Security Analyst at Rice University in Houston, Texas. Leon has been in the financial industry since 2014. Leon's current registrations include Missouri, Texas, and California. Leon's firm, Core Planning, provides financial planning, portfolio management for individuals and other advisory services.
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.
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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MO
01/24/2024 - Present
Core Planning (ST. LOUIS MO)
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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