Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renelle? Claim Your ProfileRenelle Leigh Herndon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Columbia, South Carolina. Renelle has been in the industry since 2002 and has a broad range of experience working with clients of various types. Renelle holds Series 7, 9, 66 and SIE licenses. Renelle has previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Inc. in other locations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
SC
09/28/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBIA SC)
NJ
02/07/2003 - 02/18/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/08/2002 - 11/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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