Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonardo? Claim Your ProfileLeonardo Renna is a financial advisor who has been in the industry since 1990. Leonardo Renna is currently registered with Citigroup Global Markets Inc. Leonardo Renna has experience working with a range of clients including individuals, corporations, and charitable organizations. Leonardo Renna is a licensed investment advisor and is registered in several states.
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.
Asset allocation advice
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.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (Staten Island NY)
NJ
06/01/2009 - 10/28/2013
MORGAN STANLEY (WESTFIELD NJ)
NY
10/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STATEN ISLAND NY)
NJ
04/02/2007 - 10/08/2007
MORGAN STANLEY & CO., INCORPORATED (RED BANK NJ)
NJ
09/26/2000 - 04/02/2007
MORGAN STANLEY DW INC. (RED BANK NJ)
NY
04/22/1997 - 09/25/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/29/1994 - 05/05/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
10/15/1990 - 09/21/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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