Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Aristides Espinal is an investment advisor representative who has been in the industry since 1993. Rene has a diverse range of experience, having worked for firms such as Citigroup Global Markets Inc. and Morgan Stanley & Co. Incorporated before joining Morgan Stanley in 2009. Rene is currently registered with the state of Florida and Texas and has passed several industry exams, including the Series 7, Series 63, and Series 65. Rene is committed to providing financial advice and services to a wide range of clients, including high-net-worth individuals, corporations, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (STUART FL)
FL
12/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STUART FL)
FL
10/12/1993 - 12/17/2008
CITIGROUP GLOBAL MARKETS INC. (STUART FL)
FL
06/10/1993 - 12/01/1993
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 10/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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