Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rena? Claim Your ProfileRena May has been in the financial services industry since 1987. Rena is a Registered Investment Advisor with Osaic Wealth, Inc. based in Castro Valley, CA. Previously, Rena was a Registered Representative with Securities America, Inc., National Planning Corporation, and Aragon Financial Services, Inc. Rena is licensed to sell securities in California, Kansas, North Carolina, Oregon, Texas, and Washington. She is a Chartered Financial Consultant. Rena holds both Series 63 and Series 65 securities licenses as well as the Series 7 and SIE exams. Rena specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses.
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.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (CASTRO VALLEY CA)
CA
11/22/2017 - 06/14/2024
SECURITIES AMERICA, INC. (CASTRO VALLEY CA)
CA
12/18/1998 - 11/27/2017
NATIONAL PLANNING CORPORATION (WILTON CA)
CA
03/31/1994 - 12/18/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CT
10/08/1996 - 08/19/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
06/23/1987 - 03/28/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 02/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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