Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Renaud is a financial professional with over 17 years of experience in the industry. Jeffrey is registered with LPL Financial LLC and holds the Series 7, Series 24, and Series 63 licenses as well as the SIE certification. Jeffrey is licensed in multiple states and has been with LPL Financial LLC since 2011, prior to which Jeffrey was with EDWARD JONES. Jeffrey's experience includes a range of investment services including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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
05/18/2011 - Present
LPL Financial LLC (CHARLESTON MO)
MO
01/12/2006 - 05/20/2011
EDWARD JONES (CHARLESTON MO)
BC
Issued 01/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Renaud is the right advisor for you? Invested Better is here to help.
