Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Persaud is an Investment Advisor Representative with Synergy Investment Management LLC. Rene is a seasoned professional with over 20 years of experience in the financial services industry. Prior to joining Synergy Investment Management, Rene was a Financial Advisor with LPL Financial LLC. Rene holds a Series 7, Series 66 and SIE licenses. Rene is committed to providing personalized financial advice and investment management services to individuals, families, 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.
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.
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.
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FL
02/20/2024 - Present
Synergy Investment Management LLC (ALTAMONTE SPRINGS FL)
FL
05/23/2022 - 06/14/2024
LPL FINANCIAL LLC (ALTAMONTE SPRINGS FL)
AZ
10/15/2021 - 06/08/2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
CA
06/23/2008 - 03/26/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
MN
08/21/2000 - 01/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/21/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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