Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Annette Degner is a financial advisor with Raymond James & Associates, Inc. based in Dana Point, CA. Renee has been in the financial services industry since 2002. Renee's previous experience includes roles with American Funds Distributors, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Hartford Equity Sales Company Inc., and OrbitEx Funds Distributor, Inc. Renee holds Series 6, 7, 7TO, 26, 63, 65 and 66 licenses. Renee is registered with the state of California.
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.
Please see note in schedule d - miscellaneous
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
CA
01/31/2023 - Present
Raymond James & Associates, Inc. (Dana Point CA)
CA
06/09/2011 - 06/02/2017
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
CA
06/01/2009 - 06/08/2011
MORGAN STANLEY SMITH BARNEY (IRVINE CA)
CA
08/14/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CT
09/17/2002 - 06/15/2007
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
10/27/2000 - 07/11/2002
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
CA
09/24/1997 - 08/12/1998
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CA
06/20/1994 - 08/04/1997
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 01/30/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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