Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Aranda is a financial advisor registered with Charles Schwab & CO., Inc. Rene has over 18 years of experience in the financial services industry and holds various licenses and designations, including the Series 7, 9, 10, 24, 51, and 63 licenses, as well as the SIE and 65 exams. Rene is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
10/14/2021 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
FL
09/06/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
TX
08/09/2004 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
02/26/2003 - 07/29/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
07/18/2002 - 01/31/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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