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Rene Padilla Casis

American Century Investment Services Inc.

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About Rene Padilla Casis

Rene Padilla Casis is a financial advisor registered with American Century Investment Services Inc. in California. Rene has been in the industry since 2007 and is licensed to sell securities in California and Missouri. Rene has passed the Series 7, Series 55, Series 63 and SIE exams. Rene's previous experience includes roles at Blackrock Investments, LLC, Blackrock Execution Services, Barclays Capital Inc. and Barclays Global Investors Services.

Firm Information

Rene Casis is currently registered with American Century Investment Services Inc.. American Century Investment Services Inc. is a Corporation formed on 1962-04-18. It is registered with the SEC and in all 50 states, plus Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

209

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rene Casis’s Registration & Firm History

CA

02/05/2018 - Present

American Century Investment Services Inc. (Santa Clara CA)

CA

08/05/2013 - 04/14/2016

BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

06/08/2009 - 08/05/2013

BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)

NY

11/29/2005 - 05/29/2009

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

05/11/2005 - 11/17/2005

BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/31/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rene Padilla Casis.
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