Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Smyth Lennon is a financial advisor with over 20 years of experience in the industry. Renee is currently registered with Neuberger Berman BD LLC and has been working with them since October 2022. Previously, Renee was with Fidelity Brokerage Services LLC, National Financial Services LLC, and Triad Advisors LLC. Renee has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and guidance. Renee's primary specialization is investment advisory services.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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2
MD
01/24/2023 - Present
Neuberger Berman BD LLC (Clarksville MD)
RI
08/13/2021 - 10/17/2022
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
06/14/2021 - 10/17/2022
NATIONAL FINANCIAL SERVICES LLC (NEW YORK CITY NY)
MD
03/19/2019 - 05/02/2019
TRIAD ADVISORS LLC (Fulton MD)
NY
05/18/2006 - 07/24/2007
NATIONAL FINANCIAL SERVICES LLC (NEW YORK NY)
NJ
11/21/2003 - 04/19/2005
PERSHING LLC (JERSEY CITY NJ)
MA
08/15/2000 - 01/24/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
09/23/1996 - 08/15/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MD
07/19/1993 - 06/06/1996
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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