Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reanna? Claim Your ProfileReanna Wenham is a financial advisor at Tiaa-cref Individual & Institutional Services, LLC. Reanna has been in the financial industry for over 18 years. Reanna has extensive experience providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Reanna is registered with the state of New York and holds the Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licenses. Reanna also holds the Uniform Investment Adviser Law Examination certification. Reanna's specialties include financial planning, portfolio management, and selection of other advisors. Prior to joining Tiaa-cref Individual & Institutional Services, LLC, Reanna worked at RBC Capital Markets, LLC and BANC of America Investment Services, INC.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
10/10/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SYRACUSE NY)
NY
05/21/2010 - 10/04/2023
RBC CAPITAL MARKETS, LLC (WATERTOWN NY)
NY
10/25/2006 - 03/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SYRACUSE NY)
NY
04/08/2004 - 10/26/2006
MORGAN STANLEY DW INC. (SYRACUSE NY)
IA
Issued 11/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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