Unclaimed
Renato Jeffrey Powell is an investment advisor representative with Key Investment Services LLC. Renato has been in the securities industry since March 11, 1990. Renato is currently registered with the state of Oregon as an investment advisor representative and general securities representative. Previously, Renato was registered with MCDONALD INVESTMENTS INC. in Oregon, KEY INVESTMENTS INC. in Ohio, LINSCO/PRIVATE LEDGER CORP. in South Carolina, WELLS FARGO SECURITIES INC. in California, FIRST INTERSTATE INVESTMENTS,INC. in California, ESSEX NATIONAL SECURITIES, INC. in California, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minnesota.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
12/12/2006 - Present
KEY Investment Services LLC (Gresham OR)
OR
05/14/1999 - 12/31/2005
MCDONALD INVESTMENTS INC. (GRESHAM OR)
OH
08/14/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
SC
03/31/1997 - 08/10/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
08/19/1996 - 02/21/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
08/21/1995 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
02/10/1992 - 11/15/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MN
10/20/1987 - 10/30/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 07/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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