Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee McGrail is a financial advisor with over 18 years of experience in the financial services industry. Renee is currently registered with William Blair and holds a Series 7, Series 63, Series 3, Series 30, and SIE licenses. Renee has previously worked at UBS Asset Management (US) INC., COUNTRYWIDE SECURITIES CORPORATION, and DEUTSCHE BANK SECURITIES INC. Renee's expertise includes providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Renee specializes in providing investment advisory services to individuals, corporations, pooled investment vehicles, and charitable organizations.
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.
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.
Equity research services
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
CA
04/21/2022 - Present
William Blair (BEVERLY HILLS CA)
CA
05/22/2008 - 04/08/2022
UBS ASSET MANAGEMENT (US) INC. (SAN DIEGO CA)
IL
05/09/2006 - 02/08/2008
COUNTRYWIDE SECURITIES CORPORATION (CHICAGO IL)
NY
09/03/2003 - 09/20/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 09/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2014
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2008
Series 3 - National Commodity Futures Examination
BC
Issued 09/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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