Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Levy is a financial professional with over 13 years of experience in the financial services industry. Renee is currently registered with Paychex Securities Corp. in Rochester, NY. Prior to joining Paychex Securities Corp., Renee was employed with ADP BROKER-DEALER, INC. in Allentown, PA. Renee holds the Series 6, Series 26, Series 63 and SIE licenses.
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.
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2
NY
03/01/2023 - Present
Paychex Securities Corp. (Rochester NY)
PA
03/22/2010 - 02/15/2023
ADP BROKER-DEALER, INC. (Allentown PA)
BC
Issued 03/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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