Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renda? Claim Your ProfileRenda Reese-davis is a registered investment advisor representative in Oklahoma and Texas. Renda has been in the financial industry since 1991 and has worked at various firms throughout her career. Renda currently works at Osaic Wealth, Inc. Renda specializes in working with individuals, families, and businesses to develop and implement financial plans. Renda provides a wide range of financial services including investment management, retirement planning, and college savings.
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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2
OK
06/14/2024 - Present
Osaic Wealth, Inc. (TAHLEQUAH OK)
OK
09/02/2020 - 06/14/2024
SECURITIES AMERICA, INC. (TAHLEQUAH OK)
OK
01/01/2004 - 09/08/2020
VOYA FINANCIAL ADVISORS, INC. (TAHLEQUAH OK)
IA
04/11/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
10/24/1991 - 04/11/1995
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 09/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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