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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rena? Claim Your ProfileRena Abdalla is an investment advisor representative with Preston Wealth Advisors, LLC. Rena has been in the financial services industry since 2004 and has a Series 6, 7, 63 and 65. Rena has worked with firms like Wells Fargo Advisors, LLC, Profunds Distributors, Inc. and Manna Capital Management. Rena is a licensed investment advisor in Virginia and has a specialization in portfolio management for individuals and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Subscription fees from advisory firms for market indicators
1
2
VA
07/17/2014 - Present
Preston Wealth Advisors, LLC (RESTON VA)
VA
12/05/2014 - 12/31/2014
MANNA CAPITAL MANAGEMENT (FALLS CHURCH VA)
VA
11/10/2014 - 12/02/2014
MANNA CAPITAL MANAGEMENT (FALLS CHURCH VA)
VA
02/16/2007 - 02/10/2014
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
MD
04/07/2004 - 02/23/2006
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
IA
Issued 07/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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