Unclaimed
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.
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
02/05/2018 - 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)
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
Active
Inactive
F
FINRA
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