Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Hermann Renz is an investment advisor representative who has been in the industry for over 25 years. Mark currently works for Corient in Tequesta, FL and has previously worked for LPL FINANCIAL LLC, CITIGROUP GLOBAL MARKETS INC., TD WATERHOUSE INVESTOR SERVICES, INC., GRUNTAL & CO. INCORPORATED, YOUNG, STOVALL AND COMPANY, and FIRST INVESTORS CORPORATION. Mark has Series 6, 7, 8, 63, and 65 licenses. Mark is a Chartered Financial Analyst. Mark's firm, Corient, specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, businesses, trusts, insurance companies, charitable organizations, and pension plans. Corient manages over $118 billion in assets.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
07/22/2024 - Present
Corient (TEQUESTA FL)
FL
10/22/2012 - 04/10/2014
LPL FINANCIAL LLC (JUPITER FL)
FL
09/13/2010 - 08/29/2012
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
NE
07/30/1996 - 04/23/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
03/22/1996 - 05/20/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
FL
08/18/1995 - 10/11/1995
YOUNG, STOVALL AND COMPANY (MIAMI FL)
NJ
04/13/1995 - 05/31/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 08/20/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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