Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Duba is a financial advisor with Mutual Advisors, LLC, a firm with offices in River Forest, IL, and Omaha, NE. Renee is a Certified Financial Planner with over 30 years of experience in the financial services industry. Renee has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, William Blair & Company LLC, Geneva Securities, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Renee specializes in financial planning, portfolio management, and pension consulting.
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.
Hourly consulting
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/07/2023 - Present
Mutual Advisors, LLC (River Forest IL)
IL
06/12/2013 - 12/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
01/25/1991 - 05/21/2013
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
05/06/1989 - 03/09/1990
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
MN
06/21/1988 - 03/29/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/21/1988 - 03/29/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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