Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Gilmore Ewing is a financial advisor currently registered with Robert W. Baird & Co. Inc. Rene has been in the financial industry for over 24 years and has a wide range of experience. Rene is also a registered investment advisor and has worked with a variety of clients, including high-net-worth individuals, corporations, and institutions. In addition to providing investment advice, Rene also offers financial planning services, including retirement planning, college savings, and estate planning. Rene is committed to providing personalized service to each of her clients and helping 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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
03/06/2015 - Present
Robert W. Baird & Co. Inc. (Houston TX)
TX
10/27/2010 - 03/10/2015
MORGAN STANLEY (HOUSTON TX)
TX
06/01/2009 - 04/26/2010
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
06/17/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NY
02/24/1998 - 07/17/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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