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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Halsch is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Renee has been in the industry since 1995 and has experience with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, TIAA-CREF, LPL Financial LLC and RBC Capital Markets, LLC. Renee is registered with the state of California and holds Series 7, 24, 63 and 66 licenses. Renee works with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions.
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.
Investment consulting services to institutional clients
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
CA
02/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LA JOLLA CA)
CA
02/24/2021 - 08/23/2021
CALTON & ASSOCIATES, INC. (San Diego CA)
CA
10/31/2019 - 01/19/2021
RBC CAPITAL MARKETS, LLC (LA JOLLA CA)
CA
03/11/2016 - 11/05/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
11/05/2013 - 11/10/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN DIEGO CA)
CO
08/12/2010 - 10/21/2013
MML INVESTORS SERVICES, LLC (DENVER CO)
CO
08/07/2007 - 08/11/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
CO
09/29/2005 - 06/12/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (DENVER CO)
IN
09/29/2005 - 03/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/22/1983 - 02/06/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 09/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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