Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Jean White is a registered representative with Principal Securities, Inc. Renee has been in the securities industry since June 2013 and has a Series 6 and SIE license. Renee is registered in eight states, including Connecticut, Maine, Massachusetts, Michigan, New Hampshire, New York, Rhode Island, and Vermont. Prior to joining Principal Securities, Inc., Renee was associated with LPL Financial LLC, MML Investors Services, LLC, and Commonwealth Financial Network. Renee specializes in portfolio management for individuals, financial planning, educational seminars, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
04/05/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
MA
06/02/2021 - 03/17/2022
LPL FINANCIAL LLC (EAST LONGMEADOW MA)
MA
09/01/2017 - 06/04/2021
MML INVESTORS SERVICES, LLC (East Longmeadow MA)
MA
02/06/2013 - 04/28/2017
COMMONWEALTH FINANCIAL NETWORK (EAST LONGMEADOW MA)
BC
Issued 04/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Renee White is the right advisor for you? Invested Better is here to help.
