Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Elise Rael is a financial advisor with over 27 years of experience in the financial services industry. Renee has been with United Planners' Financial Services of America A Limited Partner since 2022, but previously worked with First Financial Equity Corporation from 2018 to 2022. Renee is registered in 51 states and has a Series 63, 66, 7, 24, and 51 licenses. Renee is a trusted advisor to a wide range of clients, including individuals, corporations, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
AZ
03/10/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
03/19/2018 - 02/28/2022
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
07/07/1999 - 03/16/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
MO
04/18/1995 - 04/16/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 03/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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