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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chiara? Claim Your ProfileChiara Ann Renninger is a financial advisor registered with the state of Pennsylvania. Chiara has been in the financial industry since 1998. Chiara is affiliated with THE Colony Group, LLC, and provides financial advisory services to individuals, high net worth individuals, corporations, charitable organizations, pooled investment vehicles and pension and profit sharing plans. Chiara has experience in portfolio management for individuals, businesses and pooled investment vehicles. Chiara also offers financial planning, pension consulting, educational seminars and publication of periodicals.
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.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
IA
03/28/2003 - 06/21/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
08/28/2000 - 01/30/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
PA
09/28/1998 - 09/07/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 04/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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