Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee C. Borchardt is a financial advisor at Commonwealth Financial Network. Renee has been working in the financial industry for over 10 years. Renee's career in the financial industry began in 2006 when she joined Chase Investment Services Corp. In 2012, Renee joined LPL Financial and later moved to Commonwealth Financial in 2015. Renee specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, and businesses. Renee is registered in Georgia as a Registered Representative and Investment Advisor Representative and holds the Series 6, 7, and 66 licenses.
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.
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2
GA
02/18/2016 - Present
Commonwealth Financial Network (PEACHTREE CITY GA)
IL
06/08/2012 - 12/18/2013
LPL FINANCIAL LLC (DOWNERS GROVE IL)
IL
11/03/2011 - 06/04/2012
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
IL
08/17/2006 - 08/26/2010
CHASE INVESTMENT SERVICES CORP. (BATAVIA IL)
BOTH
Issued 12/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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