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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Latina? Claim Your ProfileLatina Renay Mackey is an investment advisor representative at Principal Advised Services, where has been with the firm since 2021. Before joining Principal Advised Services, worked at Wells Fargo Clearing Services, LLC. is registered with 51 states and two Investment Advisor states, and has been in the industry since 2016. holds a Series 6, Series 63, Series 65, and SIE license.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NC
07/11/2024 - Present
Principal Advised Services (CHARLOTTE NC)
NC
11/22/2016 - 05/20/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
IA
Issued 07/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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