Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Denise Sopko is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Sisters, Oregon. Renee has been working in the financial services industry since November 1996. Renee has Series 63, 65, 7 and SIE licenses and is registered in California, Massachusetts, Michigan, New York, Oregon, and Pennsylvania. Renee is also an Independent Contractor for Sopko & Assoc. located in Sisters, Oregon. Renee has experience working in financial services and is committed to providing personalized financial advice and services to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
01/13/2022 - Present
Raymond James Financial Services Advisors, Inc. (Sisters OR)
WA
11/07/1996 - 05/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
IA
Issued 11/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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