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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Christine Parrett is a financial advisor with over 25 years of experience. Renee is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in California and Texas. Renee has a broad range of experience in the financial industry, having previously worked for Wells Fargo Investments, LLC and Wells Fargo Securities Inc. Renee holds Series 6, 7, 63, and 65 licenses. Renee is committed to providing her clients with personalized financial advice and guidance 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.
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
CA
07/20/2021 - Present
Wells Fargo Clearing Services, LLC (BRENTWOOD CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BRENTWOOD CA)
CA
02/03/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
01/16/1995 - 03/31/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 04/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1995
Series 6 - Investment Company Products/Variable Contracts 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
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