Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Lavalli has been in the financial industry since 2004 and is currently registered with Wells Fargo Clearing Services, LLC. Renee holds multiple licenses including Series 7, 6, 63 and 66. Renee has worked with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and WAMU INVESTMENTS, INC. Renee is also registered in Arizona, California, Colorado, Idaho, Kentucky, Montana, Nevada, Texas, and Virginia.
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.
1
2
CA
03/12/2018 - Present
Wells Fargo Clearing Services, LLC (PASADENA CA)
CA
10/01/2012 - 05/02/2014
J.P. MORGAN SECURITIES LLC (HESPERIA CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HESPERIA CA)
CA
04/20/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (BARSTOW CA)
BOTH
Issued 10/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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