Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rena? Claim Your ProfileRena Noe is a financial advisor at LPL Financial LLC, located in LAFAYETTE, IN. Rena has been in the industry since 2000. Rena is registered with the state of Indiana as an Investment Advisor Representative. Previously, Rena worked for SII INVESTMENTS, INC. and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. Rena has a variety of licenses and certifications including Series 66, Series 63, Series 4, Series 53, Series 24, and Series 7. Rena holds the Certified Financial Planner designation.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
02/14/2018 - Present
LPL Financial LLC (LAFAYETTE IN)
IN
10/11/2007 - 02/14/2018
SII INVESTMENTS, INC. (LAFAYETTE IN)
IN
05/26/2000 - 10/22/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (LAFAYETTE IN)
BOTH
Issued 02/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2005
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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