Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renae? Claim Your ProfileRenae Coffman is a financial professional with over 15 years of experience in the financial services industry. Renae Coffman is currently registered with Cetera Investment Advisers LLC. Renae has a strong understanding of the financial markets and a commitment to providing personalized financial advice to her clients. She is committed to helping her clients achieve their financial goals, whether it is saving for retirement, planning for college, or protecting their assets. She is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Prior to that Renae was a registered representative with Edward Jones.
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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CO
03/21/2024 - Present
Cetera Investment Advisers LLC (DELTA CO)
CO
01/06/2009 - 05/11/2020
EDWARD JONES (DELTA CO)
BOTH
Issued 01/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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