Unclaimed
Renee Fares is an Investment Advisor Representative at Commonwealth Financial Network in Bloomington, Minnesota. Renee is licensed to offer securities and investment advisory services in Minnesota. She is also a registered representative of Commonwealth Financial Network and holds the Series 7, Series 66, and SIE securities licenses. Renee has been in the financial services industry since 2010. She has a broad range of experience in helping individuals and families achieve their financial goals. She specializes in retirement planning, college savings, and investment management. Renee is committed to providing her clients with personalized service and tailored financial solutions. Her goal is to help her clients reach their financial goals and live their dreams.
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.
1
2
MN
01/02/2024 - Present
Commonwealth Financial Network (Bloomington MN)
MN
09/13/2010 - 11/02/2021
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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