Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renard? Claim Your ProfileRenard Joseph Defilippo is a financial advisor registered with Trust Advisory Group Ltd. Renard is a seasoned professional with over 30 years of experience in the financial services industry. Renard is also registered with the following states: Florida, Georgia, New York, South Carolina, and Virginia. Renard specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Renard is committed to providing clients with personalized financial advice and guidance to help them 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.
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2
SC
05/13/2020 - Present
Trust Advisory Group Ltd. (Daniel Island SC)
CT
03/22/2013 - 04/24/2017
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
NY
06/27/2012 - 03/25/2013
AMERIPRISE FINANCIAL SERVICES, INC. (COMMACK NY)
NY
02/15/2011 - 07/12/2012
AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)
NY
01/19/2011 - 03/03/2011
LPL FINANCIAL LLC (JACKSON HEIGHTS NY)
NY
10/28/2008 - 07/08/2010
CHASE INVESTMENT SERVICES CORP. (SOUTH LINDENHURST NY)
NY
05/24/2007 - 09/17/2008
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
03/11/2005 - 05/15/2007
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
NY
04/28/2003 - 05/15/2007
INTEGRA SECURITIES CORP. (NEW YORK NY)
NY
12/27/2002 - 05/07/2003
BRUNO, RICHARD ALFONSO (NEW YORK NY)
NY
04/02/2001 - 01/08/2003
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
03/09/2001 - 04/05/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
11/17/2000 - 02/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/26/2000 - 10/16/2000
QUICK & REILLY, INC. (NEW YORK NY)
MA
08/10/2000 - 08/23/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
MN
04/14/2000 - 04/25/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/14/2000 - 04/25/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/17/1992 - 05/05/1998
ERNST & COMPANY (NEW YORK NY)
NY
02/25/1992 - 07/09/1992
WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)
NY
04/27/1989 - 02/19/1992
ERNST & COMPANY (NEW YORK NY)
BOTH
Issued 12/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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