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Renee Gardner Sewall

Professional Financial Solutions, LLC

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About Renee Gardner Sewall

Renee Gardner Sewall is an Investment Advisor Representative associated with Professional Financial Solutions, LLC. Renee has been in the industry since May 2013. Renee holds a Series 65 license and is registered in Maryland and Virginia. Professional Financial Solutions, LLC is a Registered Investment Advisor with offices in Fairfax, Virginia. The firm focuses on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.

Firm Information

Renee Sewall is currently registered with Professional Financial Solutions, LLC. Professional Financial Solutions, LLC is a registered investment advisor headquartered in Fairfax, VA. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, and corporations. With over 868 client accounts and over $286 million in regulatory assets under management, they provide comprehensive financial solutions tailored to meet the unique needs of their diverse clientele.
Professional Financial Solutions, LLC

10517A WEST DRIVE

FAIRFAX, VA 22030-8144

$286.12M

Assets Under Management

6

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Renee Sewall’s Registration & Firm History

VA

12/04/2014 - Present

Professional Financial Solutions, LLC (FAIRFAX VA)

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Licenses & Designations

IA

Issued 12/04/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Renee Gardner Sewall.
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