Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renae? Claim Your ProfileRenae Ransdell is a financial advisor with Diversified, LLC. Renae has been in the financial services industry since 2007 and has a strong background in providing financial planning and investment management services to individuals and businesses. Renae holds the Series 6, 7, and 66 licenses and is a Certified Financial Planner. Renae is committed to helping clients achieve their financial goals.
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.
Solicitor fees
1
2
DE
03/21/2024 - Present
Diversified, LLC (WILMINGTON DE)
MA
09/08/2022 - 03/27/2024
CETERA ADVISORS LLC (NORTHAMPTON MA)
MA
07/16/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NORTHAMPTON MA)
MA
11/07/2012 - 06/17/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (AMHERST MA)
CT
07/30/2007 - 10/11/2012
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
BOTH
Issued 01/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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