Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee D. Bennett is a financial advisor with over 19 years of experience in the industry. Renee currently works with Raymond James & Associates, Inc. and has been with the firm since 2006. Renee was previously employed with Morgan Keegan & Company, Inc., ONEAMERICA SECURITIES, INC., and CONSECO EQUITY SALES, INC.. Renee specializes in providing financial advice to individuals, corporations, businesses, pension and profit-sharing plans, investment companies, insurance companies, high net worth individuals, state or municipal government entities, and charitable organizations. Renee holds the Series 6, 7 and 63 licenses and the SIE certification.
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
FL
02/13/2013 - Present
Raymond James & Associates, Inc. (JACKSONVILLE FL)
IN
08/16/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
IN
07/25/2006 - 07/28/2011
RAYMOND JAMES & ASSOCIATES, INC. (INDIANAPOLIS IN)
IN
09/09/2003 - 10/21/2005
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
11/21/2002 - 04/02/2003
CONSECO EQUITY SALES, INC. (CARMEL IN)
BC
Issued 05/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2002
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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