Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renata? Claim Your ProfileRenata Karin Carico is a financial advisor with over 11 years of experience in the industry. Renata is currently registered with Stratos Wealth Partners, Ltd. and holds Series 66, Series 7 and SIE licenses. Renata also holds the Certified Financial Planner designation. Renata has a proven track record of helping individuals and families achieve their financial goals. Renata specializes in providing financial planning, portfolio management, and retirement planning services. Renata is committed to providing her clients with personalized financial advice and guidance. Prior to joining Stratos Wealth Partners, Ltd., Renata worked as a financial advisor at OSAIC WEALTH, INC., Securities America, Inc. and Raymond James Financial Services, Inc. Renata is also a licensed real estate agent in California and Alabama.
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.
Percentage of assets under management with third party managers
1
2
CA
02/12/2024 - Present
Stratos Wealth Partners, Ltd. (Redwood City CA)
CA
01/20/2023 - 02/15/2024
OSAIC WEALTH, INC. (REDWOOD CITY CA)
CA
07/20/2020 - 01/30/2023
SECURITIES AMERICA, INC. (DAVIS CA)
CA
01/31/2020 - 07/29/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (FREMONT CA)
CA
12/19/2012 - 02/06/2020
CHARLES SCHWAB & CO., INC. (Sunnyvale CA)
BOTH
Issued 02/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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