Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Houser is a financial professional with over 25 years of experience in the financial services industry. Renee has worked at Wells Fargo Clearing Services, LLC since 2005 and has been a Registered Representative since 1998. She is licensed in numerous states and holds both Series 7 and Series 66 licenses. Prior to her time at Wells Fargo Clearing Services, LLC, Renee worked at Wachovia Securities, Inc. and Spear, Leeds & Kellogg, L.P. Renee specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
GA
12/15/2005 - Present
Wells Fargo Clearing Services, LLC (DULUTH GA)
NY
03/14/2002 - 05/13/2003
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
NC
04/01/1999 - 02/25/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
06/01/1998 - 04/01/1999
WACHOVIA CAPITAL MARKETS, INC. (WINSTON SALEM NC)
NC
02/26/1997 - 06/01/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NC
01/30/1995 - 01/07/1997
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 12/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Renee Houser is the right advisor for you? Invested Better is here to help.
