Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Renner is a financial professional with over 30 years of experience in the industry. Michael is a registered representative and investment advisor representative with Lincoln Investment and Capital Analysts. Michael has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Michael has a strong track record of providing personalized financial advice to clients, helping them achieve their financial goals. Michael is also a licensed insurance agent and has extensive experience in fixed life products and Medicare supplements. Michael is committed to providing his clients with the highest level of service and expertise.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
05/30/2014 - Present
Lincoln Investment (Phoenix AZ)
AZ
03/30/1999 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (SCOTTSDALE AZ)
NV
12/22/1993 - 04/21/1999
FINANCIAL WEST GROUP (RENO NV)
BOTH
Issued 07/12/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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