Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renata? Claim Your ProfileRenata Deye is a financial advisor with Edelman Financial Engines. Renata has over 10 years of experience in the financial services industry. Renata has held positions with EF Legacy Securities, LLC and Sanders Morris Harris Inc. Renata is registered to provide investment advisory services in Virginia. Renata holds Series 7, 9, 10, 24, and 66 licenses.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
06/20/2016 - 10/15/2019
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
10/28/2010 - 08/01/2014
SANDERS MORRIS HARRIS INC. (FAIRFAX VA)
MD
11/02/2005 - 02/16/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BETHESDA MD)
BOTH
Issued 08/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/06/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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