Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Michelle Apodaca is a financial advisor with over 23 years of experience in the industry. Rene has a strong background in helping individuals, families, and businesses achieve their financial goals. Rene is currently registered with LPL Financial LLC, where Rene provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. Before joining LPL Financial LLC, Rene worked for RBC Capital Markets, LLC and Wells Fargo Advisors, LLC.
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.
Consulting and other non-discretionary advisory services
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.
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WA
02/21/2023 - Present
LPL Financial LLC (PASCO WA)
WA
05/04/2017 - 02/24/2023
RBC CAPITAL MARKETS, LLC (YAKIMA WA)
WA
04/02/2012 - 05/09/2017
WELLS FARGO CLEARING SERVICES, LLC (CLE ELUM WA)
WA
06/01/2009 - 05/01/2012
MORGAN STANLEY SMITH BARNEY (KENNEWICK WA)
WA
06/20/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KENNEWICK WA)
WA
11/14/2002 - 06/24/2008
EDWARD JONES (PASCO WA)
CA
11/26/2001 - 12/09/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
06/30/1999 - 11/13/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
04/20/1999 - 06/07/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 06/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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