Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renato? Claim Your ProfileRenato Mielak Boac is a financial advisor with Wells Fargo Clearing Services, LLC. Renato has over 18 years of experience in the financial industry. Renato's specialties include investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Renato is registered with the state of Florida, and other states including, Arizona, Arkansas, California, Colorado, Georgia, Indiana, Kentucky, Massachusetts, Michigan, Mississippi, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Renato has previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
02/12/2009 - Present
Wells Fargo Clearing Services, LLC (CLEARWATER FL)
FL
06/19/2006 - 01/13/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALM HARBOR FL)
NY
08/04/2005 - 05/26/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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