Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Kimberly Ramtahal is a financial advisor registered with Raymond James & Associates, Inc. Renee is a Series 66 licensed advisor, and holds Series 7 and SIE licenses. Renee has experience in the financial services industry since 2018. Renee has previously been employed with Truist Investment Services, Inc. and BB&T Securities, LLC. Renee's current position is in Naples, Florida at the Raymond James office on Pine Ridge Road. Renee specializes in a variety of areas, including insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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
FL
11/10/2021 - Present
Raymond James & Associates, Inc. (Naples FL)
FL
02/17/2021 - 10/19/2021
TRUIST INVESTMENT SERVICES, INC. (NAPLES FL)
VA
01/12/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 03/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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