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Renee A Reiter

Valmark Securities, Inc.

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About Renee A Reiter

Renee Reiter is a financial advisor at Valmark Securities, Inc., located in Akron, OH. Renee has been working in the financial industry since August 24, 1997. She holds the Series 7, 9, 10, 63, 99TO and SIE licenses. Previously, Renee worked at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Wachovia Securities, LLC, First Union Capital Markets Corp. and Ladenburg, Thalmann & Co., Inc. Renee is registered in Ohio.

Firm Information

Renee Reiter is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

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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Renee Reiter’s Registration & Firm History

OH

11/30/2009 - Present

Valmark Securities, Inc. (AKRON OH)

OH

06/01/2009 - 10/08/2009

MORGAN STANLEY SMITH BARNEY (AKRON OH)

OH

02/21/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (AKRON OH)

MD

12/02/2005 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MO

10/01/1999 - 11/29/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

03/05/1999 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

05/08/1997 - 01/08/1999

LADENBURG, THALMANN & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/17/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renee A Reiter.
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