Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Elizabeth Clardy is a financial professional with over 20 years of experience in the industry. Rene is a registered representative and principal with Equitable Advisors, LLC, a leading financial services firm. Rene holds the Series 7, 24, 53, and 66 licenses, as well as the SIE exam. Rene provides financial planning, portfolio management, and other financial services to individuals, families, and businesses. Prior to joining Equitable Advisors, Rene worked with AXA Advisors, LLC. Rene specializes in providing financial advice for retirement planning, investment management, college savings, and insurance planning.
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.
1
2
OR
05/13/2003 - Present
Equitable Advisors, LLC (PORTLAND OR)
NY
09/06/2001 - 10/26/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/31/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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