Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Filler Brisbois is a financial professional with over 17 years of experience in the financial services industry. Renee has a strong track record of success in providing investment advice and financial planning services to a diverse range of clients, including individuals, families, corporations, and institutional investors. Renee is currently registered with J.P. Morgan Securities LLC and has held previous positions with Citigroup Global Markets Inc., Morgan Stanley Smith Barney, and UBS Financial Services Inc. Renee is a dedicated financial professional committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
05/03/2024 - Present
J.p. Morgan Securities LLC (Seattle WA)
NY
05/22/2009 - 04/01/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/01/2009 - 03/19/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
08/11/2006 - 01/24/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
08/17/2004 - 07/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 05/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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