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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kristofer Renne is a financial advisor with JFS Wealth Advisors, LLC. Kevin Renne has been in the financial services industry for over 12 years and is a Certified Financial Planner. Kevin Renne is registered with the state of Pennsylvania and has passed the Series 6, 7, 63, 66 and SIE exams. Kevin Renne works out of the firm's office in Pittsburgh, Pennsylvania. Kevin Renne is able to provide financial planning services to individuals, businesses, pension plans, and charitable organizations. Kevin Renne provides other financial services such as credit, cash management, and insurance solutions.
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.
Credit, cash management, & insurance 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.
Revenue sharing on eligible credit, cash management, & insurance
1
2
PA
08/25/2017 - Present
JFS Wealth Advisors, LLC (Pittsburgh PA)
PA
12/13/2011 - 08/09/2017
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
10/21/2009 - 11/28/2011
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
MD
11/27/2007 - 10/09/2009
PRIMEVEST FINANCIAL SERVICES, INC. (WESTMINSTER MD)
PA
06/08/2005 - 11/05/2007
PNC INVESTMENTS (NEW CUBERLAND PA)
BOTH
Issued 02/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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