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Renata I Schindler

Osaic Institutions, Inc.

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About Renata I Schindler

Renata I Schindler is an investment advisor representative at Osaic Institutions, Inc. with more than 10 years of experience in the financial services industry. Renata has a strong track record of providing personalized financial advice and investment management services to clients. Renata specializes in financial planning, portfolio management, and retirement planning. Renata is also licensed to sell real estate and provides investment advice to real estate clients. Renata has a strong reputation for providing excellent client service and exceeding her clients' expectations.

Firm Information

Renata Schindler is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Renata Schindler’s Registration & Firm History

MA

02/11/2020 - Present

Osaic Institutions, Inc. (WATERTOWN MA)

MA

10/21/2015 - 03/05/2018

CITIZENS SECURITIES, INC. (NORWOOD MA)

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Licenses & Designations

IA

Issued 08/18/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renata I Schindler.
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