Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid George Reneau has been a financial advisor since 1996. David is currently registered with Cetera Investment Advisers LLC in Columbus, Georgia. Previously, David worked at Summit Brokerage Services, Inc. and First Allied Securities, Inc. David offers financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors and educational seminars.
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.
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.
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2
GA
03/22/2023 - Present
Cetera Investment Advisers LLC (Columbus GA)
GA
04/16/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (COLUMBUS GA)
GA
07/26/2006 - 04/17/2009
FIRST ALLIED SECURITIES, INC. (COLUMBUS GA)
GA
06/25/2002 - 07/31/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBUS GA)
MO
09/13/2001 - 06/10/2002
EDWARD JONES (ST. LOUIS MO)
IA
11/20/1998 - 09/10/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NE
07/15/1996 - 10/02/1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 7/8/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/3/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 7/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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