Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Walker Renneker is a registered investment advisor representative with Hightower Advisors, LLC. Charlotte has been in the industry for over 20 years and holds the Series 63, 65, 7, and 52 licenses. Charlotte has worked at NBC Securities, Inc. and Hightower. Charlotte provides financial planning, portfolio management for individuals and businesses, treasury management for corporate clients, and selection of other advisors.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
01/20/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
AL
03/27/2001 - 07/12/2002
NBC SECURITIES, INC. (BIRMINGHAM AL)
AL
06/01/1999 - 11/22/2000
NBC SECURITIES, INC. (BIRMINGHAM AL)
IA
Issued 01/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2012
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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