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Renee Danielle Cooley

Osaic Wealth, Inc.

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About Renee Danielle Cooley

Renee Danielle Cooley is a financial advisor who has been in the industry since August 2007. Renee Danielle Cooley has a Series 65, Series 66, and Series 7 license as well as the Securities Industry Essentials Exam. Renee Danielle Cooley is a Registered Representative of Osaic Wealth, Inc. and has been with the firm since November 2023. Prior to joining Osaic Wealth, Inc., Renee Danielle Cooley worked at FSC SECURITIES CORPORATION and EDWARD JONES.

Firm Information

Renee Cooley is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Renee Cooley’s Registration & Firm History

NC

11/03/2023 - Present

Osaic Wealth, Inc. (Durham NC)

NC

12/17/2019 - 11/03/2023

FSC SECURITIES CORPORATION (Durham NC)

NC

09/21/2009 - 11/25/2019

EDWARD JONES (DURHAM NC)

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Licenses & Designations

BOTH

Issued 10/02/2009

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renee Danielle Cooley.
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