Unclaimed
Rene Martel is a financial professional with over 15 years of experience in the industry. Rene is currently registered with Pimco Investments LLC, a well-known firm in the financial sector. Prior to joining Pimco, Rene worked at Allianz Global Investors Distributors LLC. Rene has a broad range of licenses and certifications, including Series 3, 7, 24, and 63. Rene is registered in 53 states across the country.
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.
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.
1
2
CA
02/14/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
CA
11/22/2006 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
BC
Issued 01/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2007
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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