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 advisor with Kestra Advisory Services, LLC. Michael has been in the securities industry since 2000 and has been with Kestra Advisory Services, LLC since 2017. Michael holds a Series 63 and 66 license, as well as a Series 24 principal license. Michael is a Registered Investment Advisor with the state of Texas. Previously, Michael was a registered representative with Scottrade, Inc. and Charles Schwab & Co., Inc. Michael specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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2
TX
02/06/2017 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
09/19/2005 - 03/05/2012
SCOTTRADE, INC. (AUSTIN TX)
TX
02/24/2000 - 01/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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