Unclaimed
Renata Levine is a financial professional who has been in the industry since 2009. Renata Levine is currently registered with Truist Securities, Inc. Prior to joining Truist Securities, Inc., Renata Levine was employed with CITADEL SECURITIES LLC, Oppenheimer & Co. Inc., and CIBC WORLD MARKETS CORP.
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.
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.
1
2
GA
07/28/2020 - Present
Truist Securities, Inc. (ATLANTA GA)
NY
11/24/2009 - 05/20/2011
CITADEL SECURITIES LLC (NEW YORK NY)
NY
01/14/2008 - 01/16/2009
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/10/2004 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 07/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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