Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Tamez has been in the financial services industry since 1999. Rene is currently registered with W&S Brokerage Services, Inc. as an Investment Advisor Representative. Rene has been registered with the state of Texas for both Broker-Dealer and Investment Advisor services since 2020. Rene has experience with a wide range of financial firms such as OneAmerica Securities, Inc., Hornor, Townsend & Kent, LLC and Thrivent Investment Management Inc.. Rene has licenses for Series 6, 7, 26, 51, 63 and 65.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/20/2020 - Present
W&S Brokerage Services, Inc. (HOUSTON TX)
TX
11/19/2019 - 10/20/2020
ONEAMERICA SECURITIES, INC. (HOUSTON TX)
TX
04/03/2019 - 08/27/2019
HORNOR, TOWNSEND & KENT, LLC (HOUSTON TX)
TX
05/31/2017 - 12/17/2018
THRIVENT INVESTMENT MANAGEMENT INC. (HOUSTON TX)
TX
02/06/2015 - 05/30/2017
ALLSTATE FINANCIAL SERVICES, LLC (HOUSTON TX)
TX
02/26/1999 - 10/31/2014
STATE FARM VP MANAGEMENT CORP. (HOUSTON TX)
IA
Issued 11/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/17/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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