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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty jo? Claim Your ProfileBetty jo Renner is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Betty jo has been in the industry for 26 years and has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Betty jo has held previous roles with Wells Fargo Advisors, LLC and First Union Brokerage Services, Inc.. Betty jo holds several licenses and certifications including Series 3, 7, 9, 10, 24, 31, 63 and 65.
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
GA
12/04/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
VA
10/01/2000 - 09/02/2011
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
NC
12/04/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 08/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1994
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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