Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rennee? Claim Your ProfileRennee Lammi is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Rennee has been in the financial industry since February 16, 2015. Rennee has experience working with various clients including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Rennee offers a range of services, including portfolio management, financial planning, and pension consulting.
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
MA
10/29/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
08/18/2014 - 03/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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