Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Patino is a financial advisor currently registered with TLG Advisors, Inc. Rene has been in the industry since 1997 and has a broad range of experience. Rene specializes in providing investment advisory services, financial planning, and portfolio management to a variety of clients including individuals, businesses, pension and profit sharing plans, and charitable organizations. Rene holds the Series 6, 7, 26, 63, and 65 licenses and is also registered as an Investment Adviser Representative in Louisiana. Rene is dedicated to providing clients with personalized advice and strategies to help them achieve their financial goals.
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.
Placement of institutional funds
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
CO
01/22/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
CA
05/18/2022 - 01/17/2024
LPL FINANCIAL LLC (Sacramento CA)
CA
07/30/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Sacramento CA)
CT
06/25/2007 - 04/22/2020
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NJ
02/08/2019 - 04/10/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
CT
08/17/2006 - 10/03/2006
HARTFORD EQUITY SALES COMPANY INC. (SIMSBURY CT)
MA
11/02/2004 - 05/10/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/02/2004 - 05/10/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
12/11/2003 - 10/13/2004
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
10/01/1999 - 12/17/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NC
09/26/1995 - 07/30/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 09/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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