Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Saul Licon is an investment advisor representative with Scf Investment Advisors, Inc. Rene has been working in the financial industry since 1993. Rene is registered with the state of California and New York. Rene's office is located in Whittier, California. Rene is a Certified Financial Planner and works with high-net-worth individuals, corporations, charities and pension plans.
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.
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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2
CA
06/20/2021 - Present
SCF Investment Advisors, Inc. (WHITTIER CA)
CA
07/01/2013 - 09/12/2014
FINANCIAL TELESIS INC (WHITTIER CA)
CA
05/06/2005 - 06/20/2013
LPL FINANCIAL LLC (FULLERTON CA)
CA
01/15/2003 - 05/04/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
OK
04/16/2002 - 01/14/2003
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
IA
04/20/2001 - 02/27/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AZ
09/21/2000 - 02/16/2001
COUNTRYWIDE INVESTMENT SERVICES, INC. (CHANDLER AZ)
CA
03/03/1999 - 09/20/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
02/08/1999 - 03/02/1999
WM FINANCIAL SERVICES, INC.
CA
07/14/1997 - 02/08/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
12/10/1996 - 07/14/1997
ASB FINANCIAL SERVICES (IRVINE CA)
NY
01/24/1996 - 11/27/1996
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
CA
08/03/1994 - 01/30/1996
DAEHAN SECURITIES, INC. (LOS ANGELES CA)
NA
09/13/1993 - 08/18/1994
TRIGEM AMERSTOCK CORPORATION
CO
06/15/1993 - 07/14/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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