Unclaimed
Arthur Renier is a financial advisor with over 25 years of experience in the industry. Arthur has been with Wells Fargo Advisors Financial Network, LLC since 2019. Prior to that, Arthur was registered with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Arthur is a Certified Financial Planner and holds the Series 7, 24, 31, and 63 licenses. Arthur's expertise is in portfolio management for individuals and businesses. Arthur also provides investment consulting services to institutional clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
IL
01/04/2019 - Present
Wells Fargo Advisors Financial Network, LLC (OAKBROOK TERRACE IL)
IL
01/09/2009 - 01/04/2019
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
IL
11/01/1995 - 01/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKBROOK IL)
NJ
08/24/1994 - 10/18/1995
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 01/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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