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Renee Daniels Williams

THE O.n. Equity Sales Co.

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About Renee Daniels Williams

Renee Daniels Williams is a financial professional with over 20 years of experience in the industry. Renee is currently registered with The O.n. Equity Sales Co. and has held previous positions at Raymond James Financial Services, Inc., Fidelity Investments Institutional Services Company, Inc., Carillon Investments, Inc. and Fidelity Brokerage Services, Inc.. Renee holds the Series 6, Series 7 and Series 63 licenses. Renee is a dedicated financial professional committed to helping clients achieve their financial goals.

Firm Information

Renee Williams is currently registered with THE O.n. Equity Sales Co.. THE O.n. Equity Sales Co. is a Corporation that was formed on August 22, 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a history of regulatory events and arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

171

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.

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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Renee Williams’s Registration & Firm History

OH

06/09/2015 - Present

THE O.n. Equity Sales Co. (Cincinnati OH)

OH

04/26/2005 - 11/28/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (HAMILTON OH)

RI

06/14/1996 - 07/21/2003

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

OH

09/22/1995 - 03/29/1996

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

RI

01/15/1991 - 04/13/1995

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

01/11/1988 - 12/31/1990

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 11/10/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renee Daniels Williams.
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