Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Paez is a financial advisor at Prosperity - An Eisneramper Co. Rene has been working in the financial industry since 2001 and has a wide range of experience, having worked at various firms including UBS Financial Services Inc., Goldman, Sachs & Co., Bessemer Investor Services, Inc., and Raymond James & Associates, Inc.. Rene holds the Series 3, 7, 7TO, and 66 licenses. Rene's expertise spans a broad range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
02/20/2024 - Present
Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)
FL
04/12/2021 - 02/10/2023
RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)
FL
04/01/2005 - 02/07/2007
BESSEMER INVESTOR SERVICES, INC. (MIAMI FL)
NJ
10/10/2002 - 03/14/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/16/1999 - 11/06/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 05/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2001
Series 3 - National Commodity Futures Examination
BC
Issued 11/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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