Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renate? Claim Your ProfileRenate Wheeler is a financial professional with over 35 years of experience in the industry. Renate is registered with Equitable Advisors, LLC and holds a Series 6, Series 26, Series 63, and Series 65 licenses. Renate has a long history with Equitable Advisors, having been with its predecessor, The Equitable Life Assurance Society of the United States for over a decade. Renate specializes in a variety of financial products and services, including financial planning, portfolio management, and insurance. Renate is committed to providing her clients with personalized financial advice to help them reach 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.
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.
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TX
08/27/1987 - Present
Equitable Advisors, LLC (FORT WORTH TX)
NY
08/27/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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