Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Alderman is an investment advisor representative currently registered with Cambridge Investment Research Advisors, Inc. and is actively registered in North Carolina. Renee is a seasoned professional in the financial services industry with over 20 years of experience. Renee has held prior roles with firms such as Wells Fargo Clearing Services, LLC and Fidelity Brokerage Services LLC. In addition to being a registered investment advisor representative, Renee has successfully passed a number of industry examinations, including the Series 66, Series 63, SIE, Series 7 and Series 6. Cambridge Investment Research Advisors, Inc. is a registered investment advisor with a comprehensive array of services, including portfolio management, financial planning, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
04/15/2024 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte NC)
NC
01/16/2024 - 04/05/2024
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
FL
03/15/2022 - 07/03/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NC
08/21/2014 - 03/19/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
MA
02/14/2001 - 06/29/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 10/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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