Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Back is an investment advisor representative with LPL Financial LLC. Renee has been in the industry since June 13, 2010, and has a strong track record of success in providing financial advice. Renee is registered in California and Texas and holds the Series 7, Series 63, and Series 65 licenses. Renee's expertise includes financial planning, portfolio management, and consulting. In addition to her work with LPL Financial LLC, Renee also owns and operates North West Pools and Pool Plastering. Renee is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
04/26/2024 - Present
LPL Financial LLC (Redding CA)
CA
02/18/2015 - 05/09/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (REDDING CA)
CA
03/15/2010 - 11/18/2014
WELLS FARGO ADVISORS, LLC (REDDING CA)
IA
Issued 10/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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