Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renae? Claim Your ProfileRenae Watkins is a financial advisor with over 15 years of experience in the financial services industry. Renae has a strong track record of providing investment advice and financial planning services to a wide range of clients. She is currently registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo, Renae was an advisor at BBVA Securities Inc., Wells Fargo Advisors, LLC, BMO Harris Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Renae has a Series 6, 7, 63, and 66 licenses. She has also earned the Securities Industry Essentials Examination (SIE) certification.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
04/30/2020 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
09/11/2015 - 08/27/2019
BBVA SECURITIES INC. (SCOTTSDALE AZ)
AZ
02/19/2014 - 08/11/2015
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
10/23/2013 - 02/13/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
NY
11/04/2011 - 04/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
07/18/2000 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
BOTH
Issued 02/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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