Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Annise Nourse is a financial advisor with Urban Wealth Management. Rene has been in the industry since 1981 and holds Series 6, 7, 3, 63, and 65 licenses. Rene is also a Certified Financial Planner. Rene has experience working with various clients, including individuals, businesses, and retirement plans.
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.
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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CA
10/29/2021 - Present
Urban Wealth Management (EL SEGUNDO CA)
CA
11/16/2018 - 12/31/2022
TRUTORO (El Segundo CA)
CA
06/15/2012 - 09/28/2018
PURSHE KAPLAN STERLING INVESTMENTS (EL SEGUNDO CA)
CA
06/01/2009 - 07/13/2012
MORGAN STANLEY SMITH BARNEY (TORRANCE CA)
CA
09/08/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TORRANCE CA)
NY
05/03/1993 - 09/12/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/07/1985 - 05/06/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/04/1985 - 08/29/1985
SOUTHMARK FINANCIAL SERVICES, INC.
NA
06/05/1982 - 01/15/1985
SECURITY FIRST FINANCIAL, INC.
NA
09/15/1981 - 10/21/1983
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1991
Series 3 - National Commodity Futures Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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