Unclaimed
Renato Sirianni is a financial professional with over 50 years of experience in the financial services industry. Renato is a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC. Renato is a Chartered Financial Consultant and holds the Series 7, 24, 63 and 65 licenses. Renato also has experience with previous firms including MONY Securities Corporation, Walnut Street Securities, Inc. and North American Management, Inc. Renato is registered with the state of California, Delaware, Florida, Georgia, Indiana, Kentucky, New Jersey and Pennsylvania.
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.
1
2
PA
06/01/2005 - Present
Equitable Advisors, LLC (GLENSIDE PA)
NY
03/31/1999 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
CA
06/01/1996 - 03/31/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
12/18/1974 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NA
08/01/1972 - 05/04/1973
ABBOTT SECURITIES CORP
NA
07/28/1970 - 12/08/1971
ALBERT & MAGUIRE SECURITIES CO., INC.
BC
Issued 02/19/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/21/1969
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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