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Raymond Renelle

Osaic Institutions, Inc.

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About Raymond Renelle

Raymond Renelle is a financial advisor with over 27 years of experience in the industry. Raymond has a broad range of experience having previously worked for HSBC Securities (USA) Inc. , THRIVENT INVESTMENT MANAGEMENT INC., and MML INVESTORS SERVICES, LLC. Raymond is currently registered with Osaic Institutions, Inc. and is licensed to conduct business in Florida, New Jersey, and New York. Raymond specializes in providing financial planning and investment management services to individuals, corporations, and charitable organizations. He is dedicated to helping clients achieve their financial goals through customized solutions.

Firm Information

Raymond Renelle is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Raymond Renelle’s Registration & Firm History

NY

05/23/2023 - Present

Osaic Institutions, Inc. (Bensonhurst NY)

NY

07/11/2022 - 05/23/2023

MML INVESTORS SERVICES, LLC (BROOKLYN NY)

NY

09/25/2020 - 05/17/2022

THRIVENT INVESTMENT MANAGEMENT INC. (Brooklyn NY)

NY

01/01/2005 - 06/05/2020

HSBC SECURITIES (USA) INC. (BROOKLYN NY)

NY

03/17/2004 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

MA

05/01/1995 - 03/03/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/01/1995 - 03/03/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2006

Series 7 - General Securities Representative Examination

BC

Issued 04/28/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Raymond Renelle. Review regulatory record here.
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