Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renata? Claim Your ProfileRenata Smith is a financial advisor with LPL Financial LLC, a firm with over 1.9 million client accounts and $463 billion in assets under management. Renata has been in the industry since 2023. Her current location is at the LPL Financial LLC office in Fort Mill, SC. Prior to joining LPL Financial LLC, Renata worked for ALLY INVEST SECURITIES LLC in Charlotte, NC. Renata holds Series 63, Series 7TO, Series 99TO, and SIE licenses. She is registered in both North Carolina and South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
05/03/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
08/28/2023 - 12/21/2023
ALLY INVEST SECURITIES LLC (Charlotte NC)
BC
Issued 09/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 99TO - Operations Professional Examination
BC
Issued 08/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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