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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Estrada is an investment advisor representative and registered representative with Fidelity Personal and Workplace Advisors. Rene has been in the financial services industry since 2004 and has a strong background in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Rene holds licenses in numerous states, and has the Series 6, 7, 63, and 65 securities licenses, as well as the SIE. Rene is a member of the Meridian Group and acts as a keyholder for their property management business.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
10/01/2012 - 12/05/2012
J.P. MORGAN SECURITIES LLC (RESEDA CA)
CA
08/29/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RESEDA CA)
CA
08/06/2008 - 11/16/2009
WESTERN INTERNATIONAL SECURITIES, INC. (WESTLAKE VILLAGE CA)
CA
04/19/2006 - 06/20/2008
FINANCIAL WEST GROUP (STUDIO CITY CA)
CA
11/05/2004 - 04/19/2006
WM FINANCIAL SERVICES, INC. (STUDIO CITY CA)
IA
Issued 09/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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