Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Renken is an active Broker/Dealer and Investment Adviser Representative with Wells Fargo Clearing Services, LLC. David is a highly experienced financial professional with over 29 years in the industry, having held positions at several leading firms including CUNA Brokerage Services, Inc., Hightower Securities, LLC, and Scottrade, Inc. David holds a variety of licenses and designations, including Series 7, 24, 63, 65, and 66. David is a dedicated financial advisor who is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MO
10/28/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
TN
04/07/2021 - 05/18/2021
CUNA BROKERAGE SERVICES, INC. (Collierville TN)
NY
09/25/2019 - 01/23/2020
CUNA BROKERAGE SERVICES, INC. (Cicero NY)
NY
12/04/2018 - 04/16/2019
HIGHTOWER SECURITIES, LLC (WATERTOWN NY)
MO
04/04/2013 - 09/21/2017
SCOTTRADE, INC. (ST LOUIS MO)
MO
09/03/2010 - 03/25/2013
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
MO
12/21/2001 - 02/17/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (JOPLIN MO)
TX
01/03/2001 - 01/02/2002
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NJ
01/03/2000 - 01/05/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
01/01/1991 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 03/16/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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